Alliant Insurance Services
Client Manager - Employee Benefits
Alliant Insurance Services, San Francisco, CA
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.
SUMMARY
Responsible for collaborating with the Employee Benefits sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Exhibits proven competence in all Account Manager duties and knowledge requirements;
• Collaborates with a mentor from the sales and service team to manage an assigned book-of-business;
• Comprehends and communicates all aspects of the renewal process to clients on all lines of coverage (medical through ancillary), including marketed analytics;
• Assists the sales and service team in the development of multi-year strategic plans for clients;
• Assists the sales and service team with client financials, and renewal negotiations;
• Prepares and delivers client renewal presentations and employee enrollment meetings;
• Actively participates in the team mentorship program;
• Acts as an Affordable Care Act (ACA) subject matter expert;
• Handles the collection of fees, and the reconciliation and resolution of any outstanding balances within 60 days of the invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
Seven (7) or more years of related work experience
Prior experience in a Benefit Analyst or similar role preferred
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Knowledge of Employee Benefits insurance, renewal decision life cycle, and insured group marketing analytics
Knowledge of self-insurance and alternative funding arrangements
Knowledge of Employee Benefits products and benefit administration
Good verbal and written communication skills
Good problem solving and time management skills
Excellent customer service skills
Good presentation skills and ability to conduct open enrollment meetings
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite
#LI-AS1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at [redacted] and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here.
Other details
Apply Now
As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.
SUMMARY
Responsible for collaborating with the Employee Benefits sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Exhibits proven competence in all Account Manager duties and knowledge requirements;
• Collaborates with a mentor from the sales and service team to manage an assigned book-of-business;
• Comprehends and communicates all aspects of the renewal process to clients on all lines of coverage (medical through ancillary), including marketed analytics;
• Assists the sales and service team in the development of multi-year strategic plans for clients;
• Assists the sales and service team with client financials, and renewal negotiations;
• Prepares and delivers client renewal presentations and employee enrollment meetings;
• Actively participates in the team mentorship program;
• Acts as an Affordable Care Act (ACA) subject matter expert;
• Handles the collection of fees, and the reconciliation and resolution of any outstanding balances within 60 days of the invoicing date;
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
• Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
Seven (7) or more years of related work experience
Prior experience in a Benefit Analyst or similar role preferred
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Knowledge of Employee Benefits insurance, renewal decision life cycle, and insured group marketing analytics
Knowledge of self-insurance and alternative funding arrangements
Knowledge of Employee Benefits products and benefit administration
Good verbal and written communication skills
Good problem solving and time management skills
Excellent customer service skills
Good presentation skills and ability to conduct open enrollment meetings
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite
#LI-AS1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at [redacted] and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here.
Other details
- Pay Type Salary
- Min Hiring Rate $110,000.00
- Max Hiring Rate $125,000.00
- Travel Required Yes
Apply Now