Account Manager - Small Business Unit

Alliant Insurance Services; Portland (OR); On-site; USD 65,000 - 100,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced professional to provide exceptional service for small business clients and support Producer-led new business efforts.

In this role, you will foster client relationships, review proposals, and coordinate renewals while ensuring accurate policy provisions and timely fee reconciliation. A valid insurance license and CE compliance are required.

Qualifications

• Strong verbal and written communication skills.
• Ability to work within a team and to foster teamwork.
• Excellent customer service skills, including telephone and listening skills.
• Good leadership, problem solving and time management skills.

Responsibilities

• Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction.
• Reviews client team's RFPs and selects markets for solicitation.
• Analyzes market proposals for verification of benefits and premiums.
• Reviews coverage contracts for accuracy of policy provisions.
• Meets with clients for pre-renewal strategy, proposal delivery and explanation.
• Negotiates with markets for benefits premium concessions.
• Ensures client team handles inquiries and resolves escalated service issues.
• Manages new carrier and plan implementations for book of business.

Skills

Communication

Teamwork

Customer service

Leadership

Time management

MS Office

Education

Bachelor's Degree or equivalent

Six or more years of related work experience

Valid insurance license

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for providing customer service and overall service of assigned small business customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction.
• Reviews client team's RFPs.
• Selects markets for solicitation.
• Analyzes market proposals for verification of benefits, premiums, and competitiveness.
• Reviews coverage contracts for accuracy of policy provisions.
• Meets with clients for pre-renewal strategy, proposal delivery and explanation.
• Conducts client open enrollment 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 claims experience and utilization reports and reviews for accuracy.
• Reacts, processes, and follows up on new business.
• Meets with clients as needed or directed by Producer.
• 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).
• Other duties as assigned.

QUALIFICATIONS EDUCATION / EXPERIENCE

• Bachelor'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
• Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

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

#LI-KG1

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