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
- Exhibits proven competence in all Account Manager I duties and knowledge requirements;
- Fosters, in association with Team Leader, overall relationship with clients ensuring retention of book of business and high satisfaction;
- Collaborates with Team Leaders and/or Account Executives to manage all necessary functions and
- workflows within the team;
- Independently collaborates with clients regarding project work, client service requests and/or overall client benefit strategy;
- Assists in team mentorship program;
- Participates in team selling process including finalist interviews and RFP responses;
- Exhibits core competency on legislation directly affecting clients and the insurance industry;
- Receives and responds to client inquires including benefit and claim questions and issues;
- Reviews client coverage contracts and amendments for accuracy;
- Develop and maintain effective working relationships with client and carriers;
- Manages and negotiates third party vendor relationship and contracts on behalf of the client;
- Ensures team prepares claims experience and utilization reports and reviews for accuracy;
- Meets with clients as directed by Producer;
- Prepares all reports deemed necessary by Team Leader;
- 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.
EDUCATION / EXPERIENCE
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
Great leadership, problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
Proven planning, organizational, and prioritization skills
Excellent verbal and written communication skills
Ability to work within a team and to foster teamwork
Strong attention to detail
Excellent customer service skills, including telephone and listening skills
Ability to prioritize work for multiple projects and deadlines
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, click here.
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