Account Manager II - Small Group Benefits

Account Manager II - Small Group Benefits Oklahoma, USA Job Description At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. Summary Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts, and supporting producer‑led new business efforts. Essential Duties and Responsibilities Provide full-service 99 life in force groups and service select producers including plan changes, group questions, and marketing. Review renewals and provide renewal and template letters to clients, market the group or present depending on rate increase. Foster and manage overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction. Manage General Agency relationships for assigned book‑of‑business. Select markets for solicitation, direct General Agencies in marketing, and review GA’s plan illustrations. Negotiate with markets for benefits premium concessions. Review coverage contracts for accuracy of policy provisions. 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 needed or directed by Producer. Collect fees, reconcile and resolve any outstanding balances within 60 days of invoicing date. Comply with agency management system data standards and data integrity. Other duties as assigned. Education / Experience Bachelor’s degree or equivalent combination of education and experience. Five (5) or more years of related work experience. Valid insurance license. Must continue to meet Continuing Education requirements for license renewal. Competent experience with California GA quoting engines. Skills 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. Excellent verbal and written communication skills. Excellent customer service skills, including telephone and listening skills. Good leadership, problem solving, and time management skills. Good presentation skills and ability to conduct open enrollment meetings in‑person or via webinar. Ability to work both independently and within a team and to foster teamwork. We are proud to provide comprehensive, high‑quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to View email address on click.appcast.io For more information on Alliant Insurance Service's benefits, please visit #J-18808-Ljbffr