Senior Employee Benefits Account Lead | Growth & Service

Alliant Insurance Services; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a seasoned professional to serve as an agent for producer-assigned accounts, handling servicing and solicitation activities. You will manage a mid-market book with a dedicated service team and act as the primary client contact from lead through renewal.

The role includes cross-selling opportunities, carrier negotiations, and renewal analyses. Strong communication and team leadership are essential to deliver comprehensive, tailored benefits solutions.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Eight or more years of related work experience.
• Valid Insurance License and ongoing CE requirements.

Responsibilities

• Manages all client required services and maintains client relationship with minimal input from Producers.
• Manages mid 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 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, additional lines of coverage.
• Promotes to clients other services offered by our agency by 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.
• 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 to resolve complex issues.
• Creates new client sales opportunities.
• Collection of fees, reconciliation of balances within 60 days of invoicing.

Skills

Communication

Problem solving

Teamwork

Planning & organizing

MS Office

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services, Inc. is seeking a seasoned professional to serve as an agent for producer-assigned accounts, handling servicing and solicitation activities. You will manage a mid-market book with a dedicated service team and act as the primary client contact from lead through renewal.

The role includes cross-selling opportunities, carrier negotiations, and renewal analyses. Strong communication and team leadership are essential to deliver comprehensive, tailored benefits solutions.