Client Services Manager – Employee Benefits

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 10%

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Alliant Insurance Services

WebsiteLinkedInAll Job Openings

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

• Manage a team of brokerage services staff responsible for processing client insurance renewals, conducting and analyzing marketing, preparing financial summaries, and providing general technical support for assigned accounts • Monitor team workload to ensure required service volume and quality levels are attained • Provide team leadership in training and process improvement to support regional and national strategic initiatives • Train and coach staff in standard policies, procedures, and best practices • Identify operational improvement opportunities and implement solutions • Monitor staff performance and oversee hiring and performance appraisal • Identify and execute process and communication improvements with service team leadership • Motivate, mentor, develop, and discipline brokerage service staff as appropriate • Allocate team resources and monitor deliverables to meet client needs • Assess workflow, solve problems, and develop consistent workflows, procedures, and measurement tools • Oversee staff training initiatives and training material effectiveness • Partner with operational leadership to assess performance goals and objectives • Monitor staff compliance with corporate initiatives • Track and analyze financial performance of strategic initiatives • Perform analysis and assist with special projects • Partner with Human Resources to ensure employment law compliance and consistent organizational practices • Assess staffing needs, prepare personnel requisitions, and assist with recruiting interviews • Schedule and facilitate regular staff meetings • Assist with presentations for operational leadership and internal and external meetings • Perform duties in accordance with company policies, procedures, and applicable federal, state, and local laws

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience • Three (3) or more years experience in a brokerage services role • Three (3) or more years experience working at a senior or team lead level • Three (3) or more years underwriting experience • Valid Insurance License • Advanced knowledge of employee benefit insurance plans, renewal process, health & welfare program administration and current industry trends • Knowledge of basic underwriting concepts and principles • Proficient in Microsoft Office products • Skill in talent management through motivating, developing, and directing employee work performance • Skill in managing one’s own time and the time of others • Excellent oral and written communication skills • Ability to recognize, analyze, and solve a variety of problems • Ability to work within a team and to foster teamwork • Ability to develop objectives, evaluate effectiveness, and assess needs • Ability to review carrier and vendor contracts

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