Account Manager - Employee Benefits

Company: Alliant Insurance Services
Location: Opheim
Posted on: May 28, 2023

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 10 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. More information is available at www.alliant.com.
SUMMARY
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
ESSENTIAL DUTIES AND RESPONSIBILITIES

• Creates marketing submissions and works with various carriers to obtain quotes as required;
  • May negotiate prices, commissions, and/or coverages with carriers;
    • Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
      • Manages renewal process for expiring policies;
        • Prepares presentations and/or proposals for clients;
          • May participate in client meetings to review coverage;
            • Researches requests for information from Underwriters;
              • Composes correspondence to insureds and/or Underwriters;
                • Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor;
                  • Binds insurance coverage and prepares binders;
                    • Prepares certificate templates;
                      • Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
                        • Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
                          • Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
                            • Participates in the claims process as necessary;
                              • Notifies Brokers and Producers of pertinent information related to client retention;
                                • Collection of fees, reconciliation and resolution of any outstanding balances within 90 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. QUALIFICATIONS
                                      EDUCATION / EXPERIENCE
                                      Bachelor's degree or equivalent combination of education and experience
                                      4+ years related work experience
                                      Valid insurance license
                                      Must continue to meet Continuing Education requirements for license renewal
                                      Encouraged to complete Career Path requirements as communicated by Supervisor
                                      SKILLS
                                      Excellent verbal and written communication skills
                                      Excellent customer service skills, including telephone and listening skills
                                      Excellent organization skills with effective time management skills
                                      Strong analytical skills
                                      Advanced planning and prioritization skills
                                      Strong attention to detail
                                      Good problem solving skills
                                      Ability to work within a team and to foster teamwork
                                      Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
                                      Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
                                      Proficient in Microsoft Office Suite
                                      #LI-AQ1
                                      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. We encourage you to explore what we have to offer.
                                      For immediate consideration for this position, please click on the "Apply Now" button.
                                      Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
                                      If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
                                      For more information on Alliant Insurance Service's benefits, visit the link below.
                                      https://www.alliant.com/media/p33ldzpp/recruitment_benefits_2022-23.pdf
                                      Other details
                                      • Pay Type Salary
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Keywords: Alliant Insurance Services, Billings , Account Manager - Employee Benefits, Executive , Opheim, Montana