Client Manager

2 months ago

Irvine, United States Alliant Insurance Services Full time

SUMMARY Responsible for collaborating with the Employee Benefits sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Exhibits proven competence in all Account Manager duties and knowledge requirements; Collaborates with a mentor from the sales and service team to manage an assigned book-of-business; Comprehends and communicates all aspects of the renewal process to clients on all lines of coverage (medical through ancillary), including marketed analytics; Assists the sales and service team in the development of multi-year strategic plans for clients; Assists the sales and service team with client financials, and renewal negotiations; Prepares and delivers client renewal presentations and employee enrollment meetings; Actively participates in the team mentorship program; Acts as an Affordable Care Act (ACA) subject matter expert; Handles the collection of fees, and the reconciliation and resolution of any outstanding balances within 60 days of the invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS Bachelor’s degree or equivalent combination of education and experience Seven (7) or more years of related work experience Prior experience in a Benefit Analyst or similar role preferred Valid insurance license Must continue to meet Continuing Education requirements for license renewal SKILLS Knowledge of Employee Benefits insurance, renewal decision life cycle, and insured group marketing analytics Knowledge of self-insurance and alternative funding arrangements Knowledge of Employee Benefits products and benefit administration Good verbal and written communication skills Good problem solving and time management skills Good presentation skills and ability to conduct open enrollment meetings Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines Proficient in Microsoft Office Suite

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