Account Manager - Employee Benefits

Alliant Insurance Services; Irvine (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Alliant Insurance Services seeks a results-driven professional to provide exceptional customer service and policy support for assigned clients. You will solicit new business opportunities on existing accounts and support producer-led efforts to secure new business.

You will manage renewals, prepare proposals, and coordinate with underwriters and clients to ensure accurate coverage and timely responses. The role requires strong communication and collaboration within a busy team environment.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• 1

Responsibilities

• Creates marketing submissions and works with carriers to obtain quotes.
• 2

Skills

Excellent verbal and written skills

Customer service

Organization and time management

Analytical skills

Planning and prioritization

Attention to detail

Teamwork and collaboration

Client relationship management

Proficiency with MS Office

Education

Bachelor’s degree or equivalent

4+ years related experience

Valid insurance license

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 .
Hybrid work schedule: In-office requirement.

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

Creates marketing submissions and works with various carriers to obtain quotes as required;

May negotiate prices, commissions, and/or coverages with carriers;

Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);

Manages renewal process for expiring policies;

Prepares presentations and/or proposals for clients;

May participate in client meetings to review coverage;

Researches requests for information from Underwriters;

Composes correspondence to insureds and/or Underwriters;

Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;

Binds insurance coverage and prepares binders;

Prepares certificate templates;

Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;

Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;

Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;

Participates in the claims process as necessary;

Notifies Brokers and Producers of pertinent information related to client retention;

Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

Complies with agency management system data standards and data integrity (enters and maintainscomplete and accurate information);

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience

Four (4) 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

Excellent customer service skills, including telephone and listening skills

Excellent organization skills with effective time management skills

Strong analytical skills

Advanced planning and prioritization skills

Strong attention to detail

Ability to work within a team and to foster teamwork

Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts

Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency

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.
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