Account Manager II – Small Group Benefits

🕒 il y a 8 jours

🤠 Texas – Distant

🤠 Texas – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

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Alliant Insurance Services

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1925

🛡️ Assurance

🤝 B2B

💼 Conseil

💰 €690 000 000 Debt Financing - Alliant Insurance Services en 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services est un cabinet national de courtage en assurance et de gestion des risques qui fournit des assurances de biens et de responsabilité civile, des services de conseil en avantages sociaux, de réassurance, d'assistance aux sinistres, de préparation et de récupération en cas de catastrophe, d'assurance captive, et une gamme de solutions de gestion des risques spécifiques à certains secteurs (par exemple, agroalimentaire, aviation, construction, cybersécurité, énergie, santé, immobilier et hôtellerie, transport). L'entreprise met l'accent sur le conseil en avantages sociaux et les services en capital humain en plus du courtage traditionnel, se positionnant comme un conseiller à service complet pour les clients commerciaux. Alliant est l'un des plus grands courtiers aux États-Unis, enregistrant environ 5,7 milliards de dollars de revenus et plus de 55 milliards de dollars de primes, et est classé parmi les plus grands courtiers aux niveaux national et mondial.

Description

• Responsible for providing customer service and overall service of assigned customers and/or policies • Solicit new business on existing accounts • Support Producer-led new business efforts • Service 1 – 99 life in force groups • Provide full-service for select producers including the plan changes, questions from groups • Review renewals as they come in and provide renewal and template letter to clients • Foster and manage overall relationship with clients ensuring retention of executive benefits book of business • Manage General Agency relationships for assigned book-of-business • Select markets for solicitation, direct General Agencies in marketing • Negotiate with markets for benefits premium concessions • Review coverage contracts for accuracy of policy provisions • Independently meet with clients for pre-renewal strategy, proposal delivery, and explanation • Conduct client meetings, coordinate and conduct open enrollments, and answer questions regarding benefit coverage • Manage new carrier and plan implementations for book of business • Assist with implementation of BenAdmin systems, and complete renewals within those systems • Serve as an expert on Alliant employee communication solutions in client and prospect meetings • Prepare reports and review for accuracy • React, process, and follow up on new business • Meet with clients as they need, or as directed by Producer • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date • Comply with agency management system data standards and data integrity

🎯 Exigences

• Bachelor’s degree or equivalent combination of education and experience • Five (5) or more years of related work experience • Valid insurance license • Competent experience with California GA quoting engines • Thorough understanding of small group market, products, and underwriting guidelines • Thorough understanding of compliance and contribution modeling in relation to small groups • Proficient in Microsoft Office Suite

🏖️ Avantages

• Continued Education requirements for license renewal