Benefits Strategy & Renewal Analyst

Alliant Insurance Services, Inc.; San Francisco (CA); Vor Ort; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

Alliant Insurance Services, Inc. in San Francisco is seeking an account services professional to support Producers by servicing existing mid-market accounts and soliciting new business. You will handle client communications, renewals, and market analysis to ensure competitive benefits offerings.

Collaboration with client teams is essential for successful proposals and retention. The role emphasizes data accuracy, plan design, and cost analysis, with ongoing licensing and CE requirements to

Qualifikationen

• Bachelor's Degree or equivalent combination of education and experience.
• Two (2) or more yearsof related work experience
• Must hold a Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Aufgaben

• Determine bid and renewal strategy for mid-market client accounts.
• Provide detailed plan design and cost information to service team.
• Identify and evaluate the client’s specific characteristics including benefit needs, design, group demographics and employee census.
• Gather information and provide analysis and recommendations to client’s existing coverage.
• Request census and RFQs from client, primarily for ancillary coverages.
• Process RFQs received from clients.
• Prepare RFPs for client renewal or prospective groups, to include employee census, current/renewal plan design/rate information, and historical claims experience data.
• Collaborate with client team to select employee benefit markets for solicitation and negotiates with incumbent and bidding carriers for benefit and premium considerations.
• Analyze market proposals for verification of benefits, premium, and competitiveness.
• Negotiate with incumbent and bidding carriers to ensure most competitive rates or products for clients and prospective clients.
• Serve as a technical expert, assisting other team members to resolve complex issues.
• Produce cost/benefit analysis for inclusion in proposal to be presented to clients.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.

Kenntnisse

Microsoft Office

Verbal and written communication

Customer service

Problem solving

Time management

Typing 30-35 wpm

Teamwork

Prioritization

Ausbildung

Bachelor's Degree or equivalent

Two+ years of related work experience

Insurance License

Continuing Education for license renewal

Jobbeschreibung

Alliant Insurance Services, Inc. in San Francisco is seeking an account services professional to support Producers by servicing existing mid-market accounts and soliciting new business. You will handle client communications, renewals, and market analysis to ensure competitive benefits offerings.

Collaboration with client teams is essential for successful proposals and retention. The role emphasizes data accuracy, plan design, and cost analysis, with ongoing licensing and CE requirements to