Senior Benefits Consultant & Client Success Lead

Alliant Insurance Services; Boston (MA); On-site; USD 110,000 - 140,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced professional to act as the primary agent for producer-assigned accounts, overseeing servicing and solicitation activities in a large market book of business. The role emphasizes client relationship management, cross-sell opportunities, and serving as the technical resource for underwriting and coverage analysis.

Responsibilities include leading service teams, negotiating with carriers, presenting renewal analyses, and ensuring accuracy of

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Ten (10) or more years related work experience.
• Must continue to meet Continuing Education requirements for license renewal.
• Valid Insurance License.
• Requires in depth knowledge of underwriting principles and market conditions.

Responsibilities

• Manages all client required services and maintains client relationship with no input from Producers.
• Manages large market book of business through direction of employees on service team.
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities.
• Acts as direct point of contact for client from time of lead.
• Acts as the lead representative to an assigned book-of-business.
• Participates in team selling process including finalist interviews and RFP responses.
• Prepares and presents to client renewal analysis.
• Sells renewal business to existing clients and where applicable, sells additional lines of coverage.
• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals.
• Provides analysis and recommendations concerning client's existing coverages.
• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations.
• Receives and responds to client inquiries including benefit and claim questions and issues.
• Reviews client coverage contracts and amendments for accuracy.
• Manages and negotiates third party vendor relationships and contracts on behalf of the client.
• Manages dedicated service team.
• Serves as technical expert, assisting department members to resolve complex issues.
• Creates new client sales opportunities.
• 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

Problem solving & time management

Team leadership

Planning & organizing

Prioritization

Education

Bachelor's degree or equivalent

10+ years related experience

Valid Insurance License

Continuing Education requirements for license renewal

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services is seeking an experienced professional to act as the primary agent for producer-assigned accounts, overseeing servicing and solicitation activities in a large market book of business. The role emphasizes client relationship management, cross-sell opportunities, and serving as the technical resource for underwriting and coverage analysis.

Responsibilities include leading service teams, negotiating with carriers, presenting renewal analyses, and ensuring accuracy of