Account Manager - Employee Benefits Small Group

About the role

Acts as an agent for assigned accounts, including servicing and/or solicitation activities. Manages a book of business and directs the work of a service team at Alliant Insurance Services, a dynamic and expanding company that delivers employee benefits solutions and helps clients stay resilient.

Responsibilities

• Manages all client-required services and maintains client relationships with minimal input from Producers.
• Manages mid-market book of business by directing employees on the service team.
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities.
• Acts as the direct point of contact for clients from the time of lead.
• Serves as the lead representative for an assigned book of business.
• Participates in the team selling process, including finalist interviews and RFP responses.
• Prepares and presents renewal analysis to clients.
• Sells renewal business to existing clients and additional lines of coverage where applicable.
• Promotes other agency services to clients by preparing Producer Service Proposals.
• Provides analysis and recommendations concerning clients' existing coverages.
• Selects carriers for solicitation and negotiates benefit and premium considerations with carriers.
• 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 a dedicated service team and serves as a technical expert to resolve complex issues.
• Creates new client sales opportunities.
• Handles collection of fees, reconciliation, and resolution of outstanding balances within 60 days of invoicing.
• Complies with agency management system data standards and ensures data integrity.
• Performs other duties as assigned.

Requirements

• Bachelor’s Degree or equivalent combination of education and experience.
• Eight (8) 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.
• Strong problem-solving and time management skills.
• Ability to work within a team and foster teamwork.
• Good planning, organizational, and prioritization skills.
• Proficient in Microsoft Office Suite.

Benefits

Alliant Insurance Services provides comprehensive, high-quality employee programs to meet current and future needs, including a very competitive financial package.