Benefits Consultant

Alliant Insurance Services; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Job summary

Alliant Insurance Services is a leading insurance brokerage firm that provides employee benefits, property and casualty, and other financial services to clients nationwide. The role acts as an agent for Producer assigned accounts, managing service delivery and client relations while driving renewal activity and cross-sell opportunities.

The candidate will lead a service team, coordinate with Producers, and handle complex client inquiries, ensuring accurate data and effective solutions across

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Ten (10) or more years related work experience.
• Valid Insurance License.
• In-depth knowledge of underwriting principles and market conditions.

Responsibilities

• Manages all client required services and maintains client relationships.
• Directs work of service team for a large book of business.
• Receives and develops new business leads and cross-sell opportunities.
• Serves as the primary point of contact for clients from lead to service.
• Negotiates with carriers for benefit and premium considerations.
• Prepares renewal analyses and presents to clients.

Skills

Verbal & written communication

Problem solving

Team leadership

Planning & organization

Microsoft Office Suite

Education

Bachelor's degree or equivalent

Tools

Microsoft Office 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

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in all benefit lines and funding mechanisms.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manages all client required services and maintains client relationship with no input from Producers;
• Manages large market book of business through direction of employees on service team;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Acts as direct point of contact for client from time of lead;
• Acts as the lead representative to an assigned book-of-business;
• Participates in team selling process including finalist interviews and RFP responses;
• Prepares and presents to client renewal analysis;
• Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
• Provides analysis and recommendations concerning client's existing coverages;
• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
• Receives and responds to client inquiries including benefit and claim questions and issues;
• Reviews client coverage contracts and amendments for accuracy;
• Manages and negotiates third party vendor relationships and contracts on behalf of the client;
• Manages dedicated service team;
• Serves as technical expert, assisting department members to resolve complex issues;
• Creates new client sales opportunities;
• 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
• Ten (10) or more years related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Valid Insurance License
• requires in depth knowledge of underwriting principles and market conditions;

SKILLS

• Excellent verbal and written communication skills
• Excellent problem solving and time management skills
• Ability to lead a team and to foster teamwork
• Excellent planning, organizational and prioritization skills
• Proficient in Microsoft Office Suite

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