Account Manager II – Small Group Benefits

🔥 4 minutes ago

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Continued Education requirements for license renewal

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