Account Manager Lead - Small Group Benefits

Alliant Insurance Services; Salt Lake City (UT); On-site; USD 70,000 - 110,000; Full time

Job summary

Alliant Insurance Services is seeking a results-focused professional to provide exceptional customer service and oversee the service of assigned clients and policies. You will support producer-led growth, manage renewals, and maintain strong client relationships to ensure retention and satisfaction.

The role involves training Account Managers, reviewing client illustrations, and coordinating with markets and internal departments to deliver optimal coverage and terms.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Seven (7) or more years of related work experience.
• Valid Insurance License.

Responsibilities

• Service in force groups and provide full-service for select producers including plan changes and marketing for some agents.
• Review renewals and provide renewal and template letters to agents, and market the group or present to the group depending on rate increase.
• Foster and manage relationships with clients to ensure retention and high satisfaction.
• Support the team by handling escalated matters, delegating tasks, and overseeing projects.
• Train and mentor Account Managers to achieve department objectives.
• Review client team illustrations and select markets for solicitation.

Skills

Excellent communication

Excellent customer service

Leadership

Teamwork

Prioritization

Mentoring

MS Office

Education

Bachelor's Degree or equivalent combination of education and experience

Seven (7) or more years of related work experience

Valid Insurance License

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. Leads the team to ensure that business goals are met and operations run smoothly. Assists the department leaders with any required support of the team, such as training.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Service in force groups.
• Provide full-service for select producers including the plan changes, questions from groups, marketing for some agents according to rate increase level.
• Review 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.
• Supports the team by handling escalated matters, answering questions, delegating tasks, and overseeing tasks/projects.
• Helps with developing training materials for the Account Managers.
• Trains and mentors Account Managers to achieve department objectives.
• 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.
• Collection of fees, reconciliation, and resolution of any outstanding balances within 60 days of invoicing date.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform 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
• Seven (7) or more years of related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Encouraged to complete Career Path requirements as communicated by supervisor
• Valid Insurance License

SKILLS

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines
• Ability to train and mentor others
• Proficient in Microsoft Office Suite

#LI-LM1

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