Account Manager Lead - Employee Benefits

Account Manager Lead - Employee Benefits Phoenix, AZ, USA • Walnut Creek, CA, USA • San Francisco, CA, USA Job Description At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. Responsible for handling a larger book of business and providing customer service and overall service of assigned customers and/or policies. Supports and may at times lead a service team with some oversight from a more experienced Account Executive or direct manager.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Supports more experienced Account Executive’s on more sophisticated large accounts and may also be responsible for direct management of assigned accounts; Initiates renewal process for existing clients, and discusses and creates renewal strategy with Regional Director or Producer; Analyzes and compares current exposures and develops renewal or new business specifications for marketing; Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy; Independently reviews policy and determines appropriate coverage; identifies possible deficiencies; Reviews and summarizes marketing results and prepares proposals; Finalizes proposals and presentations in coordination with a Service team, Regional Director or Producer; Binds insurance coverage and prepares binders and/or delegate certificates issuance; Reviews policies for accuracy and review contracts for compliance; Prepares summaries and/or schedules of coverage for clients or delegates and manages the process with a service team; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; Responsible to coordinate the claims process for assigned accounts with assigned claims staff; work intandem with assigned claims advocates to deliver Client service; Notifies producer or service team of pertinent information related to client retention; Meets with clients as needed or directed by Producer; Provides mentoring to staff to support immediate supervisor; Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates; Performs other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

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

SKILLS

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 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 Alliant Insurance Services