Enable job alerts via email!

Assistant Account Manager - LifeBalance

Alliant Insurance Services

California, Irvine (MO, CA)

Remote

Full time

2 days ago

Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

Alliant Insurance Services is seeking an Assistant Account Manager for LifeBalance to support client relationships and account executives. This role involves managing client communications, generating reports, and assisting in vendor outreach, all within a dynamic and growing company. Candidates should possess a Bachelor's degree and relevant experience in client support.

Qualifications

Bachelor's Degree or equivalent combination of education and experience.
Two or more years of experience in an account manager or similar client-support role.

Responsibilities

Supports and enhances LifeBalance client relationships.
Handles day-to-day tasks to maintain client relationships.
Acts as direct point of contact for assigned clients.

Skills

Microsoft Office Suite

MailChimp

Constant Contact

Adobe Creative Suite

Verbal communication

Written communication

Problem solving

Time management

Planning

Organizational skills

Prioritization skills

Education

Bachelor's Degree

Assistant Account Manager - LifeBalance

United States * Virtual
Req #3702

Tuesday, May 20, 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 supporting and enhancing LifeBalance client relationships. Focuses on supporting account executives by handling day-to-day tasks needed to maintain client relationships, and working on various client/member/vendor onboarding, engagement, and communications needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Maintains and enhances client relationships in order to facilitate client renewal and employee engagement by handling communications with clients as needed, sharing content and promotional materials, and developing an understanding of each clients' unique background and needs

* Supports Account Executive with maintenance on assigned clients and helps to enhance client relationships to facilitate client renewal and employee engagement

* Acts as direct point of contact for assigned clients, and as a secondary/supporting contact for additional clients

* Generates utilization reports for assigned clients

* Manages LifeBalance database records for assigned clients, entering new client information or updating existing client information as needed

* Works with the Operations Coordinator to ensure clients are invoiced correctly and provides the necessary information needed to be added to Client Central

* Handles follow up for assigned clients when payment is not received

* Modifies existing communications pieces to create client-specific content for clients to leverage in promoting LifeBalance. Content may include welcome emails, power point slides, program overviews, and more

* Assists in vendor outreach and recruitment, establishing new savings partnerships or updating relevant discount information for existing vendor partnerships

* Leverages a variety of tactics to nurture potential partnerships and establish savings, including cold calls, emails, and presentations

* Manages database entries for assigned LifeBalance vendors, entering new vendor information or updating vendor information in the database as necessary

* Assists in quarterly vendor maintenance outreach

* Curates relevant local discount information to share with clients on a regular basis

* Handles client customer service escalation issues

* Leverages creative, strategic thinking to overcome obstacles and stay organized

* Refers new brands with interest in paid placement to ad sales team.

* Understands the LifeBalance business model and identifies areas of cross-promotion within other Alliant teams

* Communicates effectively with marketing/engagement, ad sales, member services, client services, IT, and other LifeBalance departments/team members to ensure the success of each partnership

* 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 an equivalent combination of education and experience

Two (2) or more years of experience in an account manager, assistant account manager, or similar client-support role

SKILLS

Proficient in Microsoft Office Suite

Proficient with MailChimp, Constant Contact, or other email-marketing platform preferred

Proficient with Adobe Creative Suite preferred

Verbal and written communication skills

Problem solving and time management skills

Planning, organizational and prioritization skills

#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