Account Manager II - Small Group Benefits

Alliant Insurance Services

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.
Job Title

The job title is not specified in the provided content.
Job Description

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 include servicing 1 – 99 life in force groups; providing full-service for select producers including the plan changes, questions from groups, marketing for some agents according to rate increase level; reviewing renewals as they come in and providing renewal and template letter to clients, and marketing the group or presenting to the group depending on rate increase; fostering and managing overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction; managing General Agency relationships for assigned book-of-business; selecting markets for solicitation, directing General Agencies in marketing, and reviewing GA's plan illustrations; negotiating with markets for benefits premium concessions; reviewing coverage contracts for accuracy of policy provisions; independently meeting with clients for pre-renewal strategy, proposal delivery, and explanation; conducting client meetings, coordinating and conducting open enrollments, and answering questions regarding benefit coverage; managing new carrier and plan implementations for book of business; assisting with implementation of BenAdmin systems, and completing renewals within those systems; serving as an expert on Alliant employee communication solutions in client and prospect meetings, competently speaking on all relevant options, and managing client expectations appropriate to the revenue; preparing reports and reviewing for accuracy; reacting, processing, and following up on new business; meeting with clients as they need, or as directed by Producer; collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date; complying with agency management system data standards and data integrity (enter and maintain complete and accurate information); and other duties as assigned.
Qualifications

Education/Experience: Bachelor's degree or equivalent combination of education and experience Five (5) or more years of related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal Skills: Thorough understanding of small group market, products, and underwriting guidelines Thorough understanding of compliance and contribution modeling in relation to small groups 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 Good presentation skills and ability to conduct open enrollment meetings in-person or via webinar Ability to work both independently and within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines