Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is one of the 5 largest insurance brokerage firms in the U.S., dedicated to providing employee benefits solutions. The Account Manager is responsible for managing client relationships, ensuring high satisfaction, and supporting new business efforts.
Responsibilities
- Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction
- Reviews client team’s RFPs
- Selects markets for solicitation
- Analyzes market proposals for verification of benefits, premiums, and competitiveness
- Reviews coverage contracts for accuracy of policy provisions
- Meets with clients for pre-renewal strategy, proposal delivery and explanation
- Conducts client open enrollment meetings and answers questions regarding benefit coverage
- Negotiates with markets for benefits premium concessions
- Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues
- Manages new carrier and plan implementations for book of business
- Ensures team prepares claims experience and utilization reports and reviews for accuracy
- Reacts, processes, and follows up on new business
- Meets with clients as needed or directed by Producer
- 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)
- Other duties as assigned
Skills
- Associate's Degree or equivalent combination of education and experience
- Six (6) or more years related work experience
- Valid Insurance License
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- 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
- Ability to prioritize work for multiple projects and deadlines
- Proficient in Microsoft Office Suite
Benefits
- Comprehensive, high quality employee programs to meet employees' needs now and in the future
- Very competitive financial package
Company Overview