Senior Benefits Strategy & Client Success Lead

Alliant Insurance Services; Burlington (VT); On-site; USD 110,000 - 150,000; Full time

Job summary

Alliant Insurance Services in Burlington, VT seeks an experienced professional to manage assigned client accounts and lead a service team. You will serve as the primary contact from lead through renewal, while expanding coverage lines and enhancing client relationships.

The role requires extensive underwriting knowledge, a valid insurance license, and a minimum of ten years in related work with a bachelor’s degree or equivalent. Strong communication and leadership skills are essential.

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 communication

Written communication

Team leadership

Time management

Office suite

Education

Bachelor's degree

10+ years experience

Insurance license

Job description

Alliant Insurance Services in Burlington, VT seeks an experienced professional to manage assigned client accounts and lead a service team. You will serve as the primary contact from lead through renewal, while expanding coverage lines and enhancing client relationships.

The role requires extensive underwriting knowledge, a valid insurance license, and a minimum of ten years in related work with a bachelor’s degree or equivalent. Strong communication and leadership skills are essential.