Employee Benefits - Account Manager - Small Group

Alliant Private Client; California; Presencial; USD 65 000 - 90 000; Tempo integral

Resumo da oferta

Alliant Private Client is seeking a skilled client service professional to manage service for assigned customers and policies in California. You will support Producer-led growth, handle renewal processes, and prepare proposals with accuracy and timely communication.

The role emphasizes strong Microsoft Office proficiency, superb verbal and written communication, and a collaborative, team-oriented approach to service excellence.

Qualificações

• Associate's degree or equivalent is required.
• Six (6) or more years of related work experience.
• Valid Insurance License is required.
• Must maintain Continuing Education requirements for license renewal.

Responsabilidades

• Support Producer in developing new business opportunities for clients and prospects.
• Initiate renewal process and discuss renewal strategy with Producer.
• Analyze exposures and develop renewal or new business specifications for marketing.
• Conduct marketing, negotiate rates, and review quotes for competitiveness.
• Review and summarize marketing results and prepare proposals.

Conhecimentos

MS Office

Communication

Customer service

Leadership

Time management

Teamwork

Formação académica

Associate's Degree or equivalent

Descrição da oferta de emprego

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Supports Producer in developing new business opportunities for existing clients and prospects;
• Initiates renewal process for existing clients, and discusses and creates 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 delegate certificates issuance;
• Reviews policies for accuracy and review contracts;
• Prepares summaries and/or schedules of coverage for clients;
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication;
• Provides technical guidance to staff assisting with client needs or procedural issues;
• 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 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

• Associate's Degreeor equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork

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