Senior Employee Benefits Solutions Lead

Alliant Insurance Services; Irvine (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Alliant Insurance Services seeks an experienced producer-oriented service leader to manage client relationships and a large market book of business. You will coordinate a service team, solicit new business with Producers, respond to inquiries, and present renewal analyses to clients.

The role emphasizes expert knowledge of benefit lines and carrier negotiations. The position involves directing service team activities, maintaining data integrity, and driving cross-sell opportunities while

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 10+ 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

Excellent verbal and written comms

Problem solving & time management

Team leadership & teamwork

Planning & organizational skills

MS Office proficiency

Education

Bachelor's degree or equivalent

10+ years related experience

Continuing Education license renewal

Valid Insurance License

Underwriting principles knowledge

Job description

Alliant Insurance Services seeks an experienced producer-oriented service leader to manage client relationships and a large market book of business. You will coordinate a service team, solicit new business with Producers, respond to inquiries, and present renewal analyses to clients.

The role emphasizes expert knowledge of benefit lines and carrier negotiations. The position involves directing service team activities, maintaining data integrity, and driving cross-sell opportunities while