Senior Benefits Consultant & Client Success Lead

Alliant Insurance Services; New York (NY); On-site; USD 100,000 - 180,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced client services leader in New York to manage a large book of business and direct a service team. You will lead client relationships, supervise staff, and drive cross-sell opportunities.

The role requires deep knowledge of underwriting principles, excellent communication, and the ability to negotiate with carriers. A valid license and CE compliance are essential for success.

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

Communication

Problem solving

Leadership

Planning & organizing

MS Office

Education

Bachelor's Degree

Ten+ years experience

Insurance License

Job description

Alliant Insurance Services is seeking an experienced client services leader in New York to manage a large book of business and direct a service team. You will lead client relationships, supervise staff, and drive cross-sell opportunities.

The role requires deep knowledge of underwriting principles, excellent communication, and the ability to negotiate with carriers. A valid license and CE compliance are essential for success.