Employee Benefits Strategist | Mid-Market Solutions

Alliant Insurance Services; Walnut Creek (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Alliant Insurance Services, a leading national insurance broker, is seeking a customer service professional to support Producers by servicing existing mid-market accounts and pursuing new business opportunities. You will handle bid strategies, benefit design considerations, and data analyses to support client renewal decisions.

In this role, you will gather census data, process RFQs, prepare RFPs, and collaborate with client teams to select markets while negotiating with incumbent and bidding

Qualifications

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

Responsibilities

• Works with client team to determine bid and renewal strategy for mid-market client accounts.
• Provides detailed plan design and cost information to service team.
• Evaluates client characteristics including benefit needs, design, demographics, and census.
• Gathers information and provides analysis and recommendations on existing coverage.
• Requests census and RFQs for ancillary coverages.
• Processes RFQs from clients.
• Prepares RFPs for renewal or prospective groups with all data.
• Collaborates to select employee benefit markets and negotiates with carriers.
• Analyzes market proposals for benefits, premium, and competitiveness.
• Negotiates with carriers for competitive rates or products.
• Acts as a technical expert to resolve complex issues.
• Produces cost/benefit analyses for proposals.
• Maintains data integrity in agency management system.

Skills

Microsoft Office Suite

Verbal and written communication

Customer service

Problem solving

Time management

Teamwork

Prioritization

Education

Bachelor's degree or equivalent

2+ years related experience

Insurance license

Job description

Alliant Insurance Services, a leading national insurance broker, is seeking a customer service professional to support Producers by servicing existing mid-market accounts and pursuing new business opportunities. You will handle bid strategies, benefit design considerations, and data analyses to support client renewal decisions.

In this role, you will gather census data, process RFQs, prepare RFPs, and collaborate with client teams to select markets while negotiating with incumbent and bidding