Small Biz Account Manager: Retention & Growth

Alliant Insurance Services; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Alliant Insurance Services, Inc. in Irvine, CA, seeks a seasoned client service professional responsible for supporting small business accounts and driving new business opportunities.

You will foster client relationships, review RFPs, negotiate with markets, and coordinate open enrollment while ensuring accurate data in the agency management system; strong communication and teamwork are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Six or more years related work experience.
• Valid insurance license and ongoing CE requirements.
• Ability to manage multiple projects and deadlines.
• Excellent verbal and written communication.

Responsibilities

• Fosters and manages client relationships to retain mid-market book.
• Reviews client RFPs and selects markets for solicitation.
• Negotiates with markets for premium concessions.
• Manages new carrier and plan implementations for book of business.
• Ensures data in agency management system is accurate and complete.
• Supports client open enrollment meetings and renewal activity.

Skills

Customer service

Account management

Communication skills

Teamwork

Time management

MS Office

Education

Bachelor's Degree or equivalent

Licensed Insurance Professional

Job description

Alliant Insurance Services, Inc. in Irvine, CA, seeks a seasoned client service professional responsible for supporting small business accounts and driving new business opportunities.

You will foster client relationships, review RFPs, negotiate with markets, and coordinate open enrollment while ensuring accurate data in the agency management system; strong communication and teamwork are essential.