Assistant Account Manager - LifeBalance

Alliant Insurance Services; United States; On-site; USD 50,000 - 60,000; Full time

Job summary

Alliant Insurance Services seeks an Account Manager to support LifeBalance client relationships and assist account executives with onboarding, communications, and day-to-day tasks. The role emphasizes client engagement and cross-team collaboration.

Responsibilities include generating utilization reports, maintaining client/vendor data, invoicing coordination, and creating customized communications for clients. Strong organizational and communication skills are essential.

Qualifications

• Bachelor's Degree or 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.

Responsibilities

• Maintains and enhances client relationships to facilitate renewal and engagement.
• Supports Account Executive with maintenance on assigned clients.
• Acts as direct point of contact for assigned clients and secondary contact for others.
• Generates utilization reports for assigned clients.
• Manages LifeBalance database records for assigned clients and updates information.
• Ensures correct invoicing and adds clients to Client Central.
• Handles follow up for payments.
• Creates client-specific communications and materials.
• Assists in vendor outreach and partnership updates.
• Leverages various tactics to nurture partnerships and savings.
• Manages vendor database entries and updates.
• Assists in quarterly vendor maintenance outreach.
• Curates local discount information to share with clients.
• Handles client customer service escalation issues.
• References cross-promotion opportunities within Alliant teams.

Skills

MS Office

Email marketing tools

Adobe Creative Suite

Verbal and written communication

Problem solving

Time management

Planning and organization

Education

Bachelor's Degree

Tools

MailChimp

Constant Contact

Adobe Creative 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.

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

QUALIFICATIONS

• Bachelor's Degree or 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

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