Client Manager - Employee Benefits

Alliant Insurance Services; San Francisco (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

Join a dynamic and expanding company that specializes in employee benefits solutions. As a Client Manager, you'll collaborate with a dedicated team to develop client-centered strategies, manage a diverse book of business, and ensure exceptional service delivery. This role offers the opportunity for professional growth in a supportive environment, where your expertise in employee benefits and insurance will be valued. If you're ready to make a significant impact and thrive in a fast-paced setting, this position is perfect for you.

Qualifications

• Bachelor's degree or equivalent education and experience required.
• Seven years of experience in a related role preferred.
• Valid insurance license required.

Responsibilities

• Collaborate with the Employee Benefits sales and service team.
• Manage a book of business and contribute to team efforts.
• Prepare client renewal presentations and enrollment meetings.

Skills

Knowledge of Employee Benefits insurance

Renewal decision life cycle

Insured group marketing analytics

Self-insurance and alternative funding arrangements

Employee Benefits products and benefit administration

Verbal and written communication skills

Problem solving and time management skills

Customer service skills

Presentation skills

Teamwork ability

Prioritization for multiple projects

Proficient in Microsoft Office Suite

Education

Bachelor's degree

Seven or more years of related work experience

Valid insurance license

Job description

Client Manager - Employee Benefits

Irvine, CA, USA * Los Angeles, CA, USA * San Diego, CA, USA * San Francisco, CA, USA
Req #3083

Tuesday, January 14, 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 collaborating with the Employee Benefits sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

* Exhibits proven competence in all Account Manager duties and knowledge requirements;

* Collaborates with a mentor from the sales and service team to manage an assigned book-of-business;

* Comprehends and communicates all aspects of the renewal process to clients on all lines of coverage (medical through ancillary), including marketed analytics;

* Assists the sales and service team in the development of multi-year strategic plans for clients;

* Assists the sales and service team with client financials, and renewal negotiations;

* Prepares and delivers client renewal presentations and employee enrollment meetings;

* Actively participates in the team mentorship program;

* Acts as an Affordable Care Act (ACA) subject matter expert;

* Handles the collection of fees, and the reconciliation and resolution of any outstanding balances within 60 days of the 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

Seven (7) or more years of related work experience

Prior experience in a Benefit Analyst or similar role preferred

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Knowledge of Employee Benefits insurance, renewal decision life cycle, and insured group marketing analytics

Knowledge of self-insurance and alternative funding arrangements

Knowledge of Employee Benefits products and benefit administration

Good verbal and written communication skills

Good problem solving and time management skills

Excellent customer service skills

Good presentation skills and ability to conduct open enrollment meetings

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

Proficient in Microsoft Office Suite

#LI-LM1

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

• 
  Pay Type
  Salary
  
• 
  Min Hiring Rate
  $100,000.00
  
• 
  Max Hiring Rate
  $125,000.00
  

Apply Now

• Irvine, CA, USA


• Los Angeles, CA, USA


• San Diego, CA, USA


• San Francisco, CA, USA

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