Benefits Account Manager - Client Growth & Renewal Strategy

Alliant Insurance Services; Irvine (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Alliant Insurance Services in Irvine, CA seeks an Account Manager for Small Group employee benefits, delivering client service, renewals, and sales support. You will work with Producers to secure new business and manage existing accounts across benefits solutions.

The role requires a licensed professional with strong MS Office, communication, and customer service skills, plus a collaborative team player mindset.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients and discusses renewal strategy with Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Binds insurance coverage and prepares binders and/or certificates issuance.
• Reviews policies for accuracy and reviews contracts.
• Prepares summaries and/or schedules of coverage for clients.
• Reviews client accounting history, responds to inquiries, and contacts client on receivable collections.
• Participates in the claims process as directed by management.
• Provides technical guidance to staff assisting with client needs.
• Notifies brokers of pertinent information related to client retention.
• Meets with clients as needed or directed by Producer.
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing.

Skills

MS Office

Communication

Customer Service

Leadership

Teamwork

Education

Associate's Degree

Six+ years experience

Job description

Alliant Insurance Services in Irvine, CA seeks an Account Manager for Small Group employee benefits, delivering client service, renewals, and sales support. You will work with Producers to secure new business and manage existing accounts across benefits solutions.

The role requires a licensed professional with strong MS Office, communication, and customer service skills, plus a collaborative team player mindset.