Strategic Insurance Account Manager

Alliant Insurance Services; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Alliant Insurance Services seeks an experienced account manager to provide superior service to assigned clients and oversee policy renewals and new business efforts. You will manage client relationships, review RFPs, and coordinate with markets on benefits and premiums.

Responsibilities include open enrollment meetings, negotiations for premium concessions, and ensuring accurate data and reporting for client teams. A valid insurance license and CE compliance are required.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Six or more years of related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction.
• Reviews client team’s RFPs.
• Selects markets for solicitation.
• Analyzes market proposals for verification of benefits, premiums, and competitiveness.
• Reviews coverage contracts for accuracy of policy provisions.
• Meets with clients for pre-renewal strategy, proposal delivery and explanation.
• Conducts client open enrollment meetings and answers questions regarding benefit coverage.
• Negotiates with markets for benefits premium concessions.
• Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues.
• Manages new carrier and plan implementations for book of business.

Skills

Communication

Teamwork

Customer service

Leadership

Time management

MS Office

Education

Associate's Degree or equivalent combination of education and experience

Six (6) or more years related work experience

Valid Insurance License

Continuing Education requirements for license renewal

Job description

Alliant Insurance Services seeks an experienced account manager to provide superior service to assigned clients and oversee policy renewals and new business efforts. You will manage client relationships, review RFPs, and coordinate with markets on benefits and premiums.

Responsibilities include open enrollment meetings, negotiations for premium concessions, and ensuring accurate data and reporting for client teams. A valid insurance license and CE compliance are required.