Account Manager - Client Solutions

Alliant Insurance Services; California; On-site; USD 85,000 - 120,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a dedicated professional to provide customer service for assigned customers and policies, and to support producer-led new business efforts.

You will engage in renewal strategies, marketing, quotes, and proposals, ensuring accurate onboarding for NASC enrollment. The role involves collaborating with Producer teams to develop new business opportunities, reviewing marketing results, and coordinating proposals.

Qualifications

• Associate'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.

Responsibilities

• Provides customer service and overall service of assigned customers and/or policies.
• Solicits new business on existing accounts and supports Producer-led new business efforts.
• Supports Producer teams in developing new business opportunities for existing clients and prospects.

Skills

Leadership

Customer service

Communication

Teamwork

MS Office

Education

Associate's Degree

Tools

Microsoft Office

Job description

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 5 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

• Supports Producer teams in developing new business opportunities for existing clients and prospects interested in the NASC.
• Discusses and creates renewal strategy with Producer for continuing NASC products.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing the NASC products.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Manages the complexity of onboarding new clients for the NASC enrollment services team.
• Minimal travel required to meet high profile clients and represent the NASC during benefit fairs, or support producer with NASC representation.
• Provides technical guidance to staff assisting with client needs or procedural issues.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.
• Performs 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.

Education/Experience

QUALIFICATIONS

• Associate'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

Skills

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

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.

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]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits