Account Manager Lead - Employee Benefits
Alliant, Charlotte, North Carolina, United States, 28245
Account Manager Lead - Employee Benefits
Charlotte, NC, USA
Job Description Posted Wednesday, January 28, 2026 at 11:00 AM
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 .
REMOTE POSITION 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
Fosters and manages overall relationship with clients ensuring retention of 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;
Collects fees, reconciles and resolves 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);
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws;
Performs other duties as assigned.
QUALIFICATIONS
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
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
Superior leadership, problem solving and time management skills
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite.
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
#J-18808-Ljbffr
Job Description Posted Wednesday, January 28, 2026 at 11:00 AM
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 .
REMOTE POSITION 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
Fosters and manages overall relationship with clients ensuring retention of 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;
Collects fees, reconciles and resolves 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);
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws;
Performs other duties as assigned.
QUALIFICATIONS
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
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
Superior leadership, problem solving and time management skills
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite.
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
#J-18808-Ljbffr