Account Manager - Employee Benefits

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 Supports Producer in developing new business opportunities for existing clients and prospects. Initiates renewal process for existing clients and discusses and creates renewal strategy with Producer. Analyzes current exposures and develops renewal or new business specifications for marketing. Conducts marketing, negotiates rates, and reviews quotes and coverages for competitiveness and accuracy. Reviews and summarizes marketing results, and prepares proposals. Finalizes proposals and presentations in coordination with Producer. Binds insurance coverage and prepares binders and/or delegate certificate issuances. Reviews policies for accuracy and reviews contracts. Prepares summaries and/or schedules of coverage for clients. Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections. Participates in the claims process as directed by management, including claim submission, follow‑up, and overall communication. Provides technical guidance to staff assisting with client needs or procedural issues. Notifies brokers of pertinent information related to client retention. Meets with clients as needed or directed by Producer. Collects fees, reconciles, and resolves any outstanding balances within 90 days of invoicing date. Complies with agency management system data standards and maintains complete and accurate information. Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate’s Degree or equivalent combination of education and experience. Six (6) or more years of related work experience. Valid Insurance License. Must continue to meet Continuing Education requirements for license renewal. SKILLS 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. Ability to work within a team and foster teamwork. BENEFITS We provide comprehensive, high‑quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. EEO STATEMENT 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, 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