Account Manager Lead - Employee Benefits

Alliant Insurance Services; Halifax Regional Municipality; On-site; USD 110,000 - 120,000; Full time

Job summary

An established industry player seeks an Account Manager Lead to enhance employee benefits solutions. This role involves fostering client relationships, analyzing market proposals, and ensuring high satisfaction levels. Join a dynamic team dedicated to delivering unparalleled service and support to clients. With opportunities for individual growth, this position offers a chance to make a significant impact in a thriving environment. If you are passionate about employee benefits and possess strong leadership and communication skills, this role is perfect for you.

Qualifications

• Bachelor's Degree or equivalent experience required.
• 8+ years of related work experience in insurance.
• Valid Insurance License needed.

Responsibilities

• Manage client relationships ensuring satisfaction and retention.
• Analyze market proposals and review coverage contracts.
• Conduct client meetings and open enrollment sessions.

Skills

Verbal and written communication skills

Teamwork

Customer service skills

Leadership

Problem solving

Time management

Microsoft Office Suite

Education

Bachelor's Degree

Insurance License

Continuing Education

Job description

Account Manager Lead - Employee Benefits

Sacramento, CA, USA * San Francisco, CA, USA * Walnut Creek, CA, USA
Req #3430

Tuesday, April 15, 2025

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 providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction;

* Reviews client team's RFPs;

* Selects markets for solicitation;

* Analyzes market proposals for verification of benefits, premiums, and competitiveness;

* Reviews coverage contracts for accuracy of policy provisions;

* Meets with clients for pre-renewal strategy, proposal delivery and explanation;

* Conducts client open enrollment meetings and answers questions regarding benefit coverage;

* Negotiates with markets for benefits premium concessions;

* Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;

* Manages new carrier and plan implementations for book of business;

* Ensures team prepares claims experience and utilization reports and reviews for accuracy;

* Reacts, processes, and follows up on new business;

* Meets with clients as needed or directed by Producer;

* Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;

* Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

* Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

* Performs other duties as assigned

QUALIFICATIONS
EDUCATION / EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience

Eight (8) or more years related work experience

Encouraged to complete Career Path requirements as communicated by supervisor

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Superior leadership, problem solving and time management skills

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

#LI-AQ1

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 at1-877-901-9473 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
  $120,000.00
  

Apply Now

• Sacramento, CA, USA


• San Francisco, CA, USA


• Walnut Creek, CA, USA

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