Senior Account Manager – Small Business Growth & Retention

Alliant Insurance Services; Boise (ID); On-site; USD 85,000 - 110,000; Full time

Job summary

Alliant Insurance Services is seeking a seasoned account professional to provide service for a mid‑market book of business and support Producer‑led new business efforts.

You will foster strong client relationships, review RFPs, analyze proposals for benefits and premiums, and coordinate renewal strategy and open enrollment meetings while ensuring accurate data and timely issue resolution. This role requires collaboration with markets, preparation of reports, and timely collection of fees.

Qualifications

• Bachelor's Degree or 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.
• Encouraged to complete Career Path requirements as communicated by supervisor

Responsibilities

• Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction.
• Reviews client team's RFPs.
• Selects markets for solicitation.
• Analyzes market proposals for verification of benefits, premiums, and competitiveness.
• Reviews coverage contracts for accuracy of policy provisions.
• Meets with clients for pre-renewal strategy, proposal delivery and explanation.
• Conducts client open enrollment meetings and answers questions regarding benefit coverage.
• Negotiates with markets for benefits premium concessions.
• Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues.
• Manages new carrier and plan implementations for book of business.
• Ensures team prepares claims experience and utilization reports and reviews for accuracy.
• Reacts, processes, and follows up on new business.
• Meets with clients as needed or directed by Producer.
• 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.

Skills

Verbal & written communication

Teamwork

Customer service

Leadership

Time management

Microsoft Office

Education

Bachelor's degree or equivalent

Six years related experience

Tools

Microsoft Office

Job description

Alliant Insurance Services is seeking a seasoned account professional to provide service for a mid‑market book of business and support Producer‑led new business efforts.

You will foster strong client relationships, review RFPs, analyze proposals for benefits and premiums, and coordinate renewal strategy and open enrollment meetings while ensuring accurate data and timely issue resolution. This role requires collaboration with markets, preparation of reports, and timely collection of fees.