Account Manager

Milwaukee Succeeds; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

Milwaukee Succeeds in Chicago, IL is seeking an experienced Customer Service Representative for the Employee Benefits Department. The role involves managing client relationships, providing comprehensive service to assigned customers, and supporting new business efforts.

Applicants should have valid insurance licenses and a minimum of six years of related experience. Excellent communication and teamwork skills are necessary. The position is a full-time role with competitive benefits.

Qualifications

• Six (6) or more years of related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Manage overall relationship with clients ensuring retention.
• Review client’s RFPs and analyze market proposals.
• Conduct client enrollment meetings and answer benefit questions.
• Negotiate market benefits and ensure team handles inquiries.

Skills

Excellent verbal and written communication skills

Ability to work within a team

Excellent customer service skills

Leadership skills

Problem-solving skills

Time-management skills

Proficient in Microsoft Office Suite

Education

Associate’s Degree or equivalent combination of education and experience

Bachelor’s Degree or equivalent combination of education and experience

Job description

Overview

Alliant Insurance Services is a leading insurance brokerage providing property and casualty, workers' compensation, employee benefits, surety, and financial products nationwide.

Summary

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts, and supporting Producer-led new business efforts in the Employee Benefits Department.

Responsibilities

• Foster and manage overall relationship with clients ensuring retention of mid‑market book of business and high satisfaction.
• Review client team’s RFPs.
• Select markets for solicitation.
• Analyze market proposals for verification of benefits, premiums, and competitiveness.
• Review coverage contracts for accuracy of policy provisions.
• Meet with clients for pre‑renewal strategy, proposal delivery and explanation.
• Conduct client open enrollment meetings and answer questions regarding benefit coverage.
• Negotiate with markets for benefits premium concessions.
• Ensure client team handles benefit inquiries and manage team to effectively service clients; resolve escalated service issues.
• Manage new carrier and plan implementations for book of business.
• Ensure team prepares claims experience and utilization reports and reviews for accuracy.
• React, process, and follow up on new business.
• Meet with clients as needed or directed by Producer.
• Collect fees, reconcile and resolve any outstanding balances within 60 days of invoicing date.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
• Perform other duties as assigned.

Qualifications

• Associate’s Degree or equivalent combination of education and experience.
• Bachelor’s Degree or equivalent combination of education and experience.
• Six (6) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.
• Encouraged to complete Career Path requirements as communicated by supervisor.

Skills

• Excellent verbal and written communication skills.
• Ability to work within a team and foster teamwork.
• Excellent customer service skills, including telephone and listening skills.
• Good leadership, problem‑solving and time‑management skills.
• Ability to prioritize work for multiple projects and deadlines.
• Proficient in Microsoft Office Suite.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail].