Account Manager – Employee Benefits

🔥 2 minutes ago

🦀 Maryland, Virginia – Remote

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⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

👻 Ghost score 10%

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Logo of Alliant Insurance Services

Alliant Insurance Services

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• Handle a larger book of business and provide customer service and overall service for assigned customers and/or policies • Support and sometimes lead a service team with oversight from an experienced Account Executive or direct manager • Support Account Executives on sophisticated large accounts and directly manage assigned accounts • Initiate renewals and develop renewal strategies with the Regional Director or Producer • Analyze exposures and develop renewal or new business specifications for marketing • Conduct marketing, negotiate rates, and review quotes and coverages • Review policies, determine appropriate coverage, and identify deficiencies • Review marketing results and prepare proposals, presentations, binders, and certificates • Review policies for accuracy and contracts for compliance • Prepare coverage summaries and schedules • Review accounting history, respond to inquiries, correct discrepancies, and pursue receivable collections • Coordinate claims processes with claims staff and advocates • Communicate client-retention information to producers and service teams • Meet with clients as needed or directed • Mentor staff • Collect fees and resolve outstanding balances within 60 days of invoicing • Maintain complete and accurate agency management system data • Perform duties in accordance with company policies and applicable laws

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience • Eight (8) or more years related work experience • Encouraged to complete Career Path requirements as communicated by supervisor • Valid Insurance License • Must continue to meet Continuing Education requirements for license renewal • Superior verbal and written communication skills • Advanced planning, organizational and prioritization skills • Technical skillset and knowledge of insurance marketplace and lines of insurance for assigned book • Ability to supervise and lead staff • 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 • Proficient in Microsoft Office Suite

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