Account Manager - Employee Benefits

About the role

Join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

Responsibilities

• Foster and manage overall relationship with clients ensuring retention of mid-market book of business and high satisfaction.
• Review client team’s RFPs; select markets for solicitation.
• Analyze market proposals for verification of benefits, premiums, and competitiveness.
• Review coverage contracts for accuracy of policy provisions.
• Meet with clients for pre-renewal strategy, proposal delivery, and explanation.
• Conduct client open enrollment meetings and answer questions regarding benefit coverage.
• Negotiate with markets for benefits premium concessions.
• Ensure client team handles client benefit inquiries and manages team to effectively service clients; resolve escalated service issues.
• Manage new carrier and plan implementations for book of business.
• Ensure team prepares claims experience and utilization reports and reviews for accuracy.
• React, process, and follow up on new business.
• Meet with clients as needed or directed by Producer.
• Collect fees, reconcile, and resolve any outstanding balances within 60 days of invoicing date.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
• Perform other duties as assigned.

Requirements

• Associate's Degree or equivalent combination of education and experience.
• Six (6) or more years of related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Skills

• Excellent verbal and written communication skills.
• Ability to work within a team and to foster teamwork.
• Excellent customer service skills, including telephone and listening skills.
• Good leadership, problem-solving, and time management skills.
• Ability to prioritize work for multiple projects and deadlines.
• Proficient in Microsoft Office Suite.

Benefits

We provide comprehensive, high-quality employee programs to meet employees' needs now and in the future, including a very competitive financial package.