Account Manager - EB General Agency

Alliant Insurance Services; Oregon (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Employee benefits program

Job summary

Alliant Insurance Services seeks an experienced operations liaison to serve as the primary contact between the General Agency, brokers, employers, and carrier partners. You will support new business, enrollment, renewals, and ongoing service with a focus on accuracy and client satisfaction.

Applicants should have a Bachelor's degree (or equivalent), 5+ years of related experience, and a valid insurance license. CE requirements must be maintained to renew the license.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Five (5) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Builds and maintains trusted relationships with assigned brokers, agencies, carrier partners, and employer groups to promote retention, growth, and exceptional service.
• Serves as the primary day-to-day General Agency contact for assigned producers and carrier partners.
• Supports producer-led new business efforts including quoting, plan recommendations, proposal preparation, RFP responses, and quote-to-card coordination.
• Reviews and scrubs new business submissions for completeness and accuracy prior to carrier submission.
• Coordinates new group implementations, installation activities, enrollment timelines, and carrier onboarding requirements.
• Conducts or participates in employer implementation meetings, employee education meetings, benefit presentations, and open enrollment meetings in partnership with producers and carrier representatives.
• Facilitates renewal activities including proposal preparation, alternative plan options, plan design changes, and renewal strategy discussions.
• Provides first-line operational support by researching and resolving eligibility, billing, claims, pharmacy, ID card, provider directory, plan change, member add/termination, reinstatement, ancillary product, and other service-related issues using carrier service platforms whenever possible.
• Assists producers and employer groups with carrier portals, eServices, Employee Navigator, connectivity, and other enrollment or technology platforms.

Skills

Communication skills

Meeting leadership

Customer service

Analytical thinking

Time management

Office software

Education

Bachelor's degree or equivalent

5+ years experience

Insurance license

Tools

Microsoft Office Suite

agency management systems

carrier portals & enrollment tech

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 serving as the primary operational liaison between company, independent insurance producers, employer groups, and carrier partners. Provides consultative support throughout the customer lifecycle including new business development, implementation, enrollment, ongoing service, renewals, and carrier administration. Acts as an extension of the General Agency and carrier service teams by delivering operational support, resolving service issues, coordinating implementations, educating producers, employers and employees, and supporting the growth and retention of General Agency business.

Essential Duties And Responsibilities

• Builds and maintains trusted relationships with assigned brokers, agencies, carrier partners, and employer groups to promote retention, growth, and exceptional service.
• Serves as the primary day-to-day General Agency contact for assigned producers and carrier partners.
• Supports producer-led new business efforts including quoting, plan recommendations, proposal preparation, RFP responses, and quote-to-card coordination.
• Reviews and scrubs new business submissions for completeness and accuracy prior to carrier submission.
• Coordinates new group implementations, installation activities, enrollment timelines, and carrier onboarding requirements.
• Conducts or participates in employer implementation meetings, employee education meetings, benefit presentations, and open enrollment meetings in partnership with producers and carrier representatives.
• Facilitates renewal activities including proposal preparation, alternative plan options, plan design changes, and renewal strategy discussions.
• Provides first-line operational support by researching and resolving eligibility, billing, claims, pharmacy, ID card, provider directory, plan change, member add/termination, reinstatement, ancillary product, and other service-related issues using carrier service platforms whenever possible.
• Assists producers and employer groups with carrier portals, eServices, Employee Navigator, connectivity, and other enrollment or technology platforms.
• Coordinates resolution of complex service issues and appropriately escalates matters that cannot be resolved through established carrier resources.
• Maintains working knowledge of carrier products, underwriting guidelines, administrative procedures, technology platforms, and regulatory requirements affecting General Agency operations.
• Supports producer education by delivering training on carrier products, processes, enrollment tools, and General Agency resources.
• Collaborates with carrier sales and service teams to implement new products, initiatives, and strategic growth opportunities.
• Maintains accurate documentation and utilizes agency management systems and other technology platforms to support operational excellence.
• Exercises sound judgment in balancing producer advocacy with carrier requirements while ensuring a high-quality customer experience.
• 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

• Bachelor's Degree or equivalent combination of education and experience
• Five (5) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Skills

• Excellent verbal and written communication and presentation skills
• Ability to conduct producer, employer and employee meetings
• Excellent customer service skills
• Good analytical, problem solving and time management skills
• Ability to be organized and to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite, agency management systems, carrier portals and enrollment technology

Benefits

• 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.

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