Account Manager - Client Solutions

Alliant Insurance Services; Seattle (WA); Remote; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services seeks a client services professional to provide service for assigned customers and policies, and to support producer-led growth and new business opportunities.

Primary duties include renewal strategy, market analysis, pricing, onboarding new clients, and coordinating proposals with Producers. A valid insurance license and ongoing CE compliance are required, with strong communication and MS Office skills.

Qualifications

• Associate's degree or equivalent required.
• Six or more years of related work experience.
• Valid Insurance License required.
• Must maintain continuing education requirements for license renewal.

Responsibilities

• Supports Producer teams in developing new business opportunities for existing clients and prospects.
• Discusses renewal strategy with Producer for 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.

Skills

Leadership

Problem solving

Time management

Customer service

Verbal and written communication

Teamwork

Education

Associate's Degree or equivalent

Insurance License

Six+ years related work experience

Tools

Microsoft Office Suite

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.

QUALIFICATIONS

EDUCATION/EXPERIENCE

• 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.

#LI-CP1

#LI-REMOTE

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