Account Manager II - Small Group Benefits

Davita Inc.; United States; Remote; USD 65,000 - 75,000; Full time

Job summary

A leading insurance brokerage firm is seeking an Account Manager II specializing in Small Group Benefits. The role involves providing excellent customer service, managing client relationships, and soliciting new business. Candidates should possess a bachelor's degree and five years of relevant experience.

Qualifications

• Five or more years of related work experience.
• Valid insurance license required.
• Competent experience with California GA quoting engines.

Responsibilities

• Responsible for providing customer service for assigned customers and policies.
• Soliciting new business on existing accounts.
• Managing overall relationship with clients to ensure retention.

Skills

Customer service

Communication

Leadership

Problem solving

Time management

Presentation skills

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Account Manager II - Small Group Benefits

United States * Virtual
Req #3795

Monday, June 9, 2025

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 10 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

* Services in force groups.
* Provides full-service for select producers including the plan changes, questions from groups, marketing for some agents according to rate increase level.
* Reviews renewals as they come in and provide renewal and template letter to agent/AM, and market the group or present to the group depending on rate increase.
* Fosters and manages overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction.
* Reviews client team's illustrations.
* Selects markets for solicitation.
* Reviews coverage contracts for accuracy of policy provisions.
* Meets with clients for pre-renewal strategy, proposal delivery and explanation.
* Conducts client meetings and answers questions regarding benefit coverage.
* Negotiates with markets for benefits premium concessions.
* Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues.
* Manages new carrier and plan implementations for book of business.
* Ensures team prepares reports and reviews for accuracy.
* Processes and follows up on new business.
* Meets with clients as needed or directed by Producer.
* Acts as a liaison between local office and corporate departments such as Accounting, IT and Facilities to ensure effective and efficient operations of the office.
*Manages office vendor relationships including vendor account management, procurement, invoice reconciliation and processing, scheduling maintenance requests and serving as main point of contact for vendors while on-site.
* Schedules and coordinates licensing and CE course for Producers.
* Collection of fees, reconciliation, and resolution of any outstanding balances within 60 days of invoicing date.

Required for All Jobs

* 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 of related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Competent experience with California GA quoting engines

SKILLS

Thorough understanding of small group market, products, and underwriting guidelines

Thorough understanding of compliance and contribution modeling in relation to small groups

Proficient in Microsoft Office Suite

Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving, and time management skills

Good presentation skills and ability to conduct open enrollment meetings in-person or via webinar

Ability to work both independently and within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

#LI-REMOTE
#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.

For immediate consideration for this position, please click on the "Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Other details

• 
  Pay Type
  Salary
  
• 
  Min Hiring Rate
  $65,000.00
  
• 
  Max Hiring Rate
  $75,000.00
  

Apply Now

• United States


• Virtual

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