Employee Benefits Consultant

2 weeks ago

Santa Barbara, California, United States Alliant Insurance Services Full time

At Alliant Insurance Services, we are dedicated to crafting employee benefits solutions, grounded in the belief that well-being drives progress. Join our team of committed professionals who are focused on addressing clients' insurance needs. Our forward-thinking approach empowers clients to navigate change and capitalize on opportunities. This position provides an opportunity to be part of a vibrant and expanding organization with numerous avenues for personal and professional growth.

Position Overview:

As one of the leading insurance brokerage firms in the United States, Alliant delivers a comprehensive array of insurance services to clients across the nation, encompassing property and casualty, workers' compensation, employee benefits, surety, and financial products.

SUMMARY

Key Responsibilities:
  • Collaborate with Employee Benefit Account Executives to develop client-focused strategies.
  • Oversee a portfolio of clients and lead a diverse service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Demonstrate proficiency in Account Manager responsibilities and knowledge requirements.
  • Partner with a mentor Account Executive to manage an assigned portfolio.
  • Effectively communicate the renewal process to clients across all coverage areas.
  • Assist in formulating multi-year strategic plans for clients.
  • Support Account Executive in client financials and renewal discussions.
  • Present client renewal information effectively, including marketing analytics.
  • Actively participate in the team mentorship program.
  • Serve as a subject matter expert on the Affordable Care Act (ACA).
  • Ensure timely collection of fees and address outstanding balances promptly.
  • Maintain accurate and complete information in agency management systems.
  • Perform additional assigned duties as required.
QUALIFICATIONS

EDUCATION / EXPERIENCE
  • Bachelor's degree or an equivalent combination of education and experience.
  • Seven (7) or more years of relevant work experience.
  • Valid insurance license.
  • Expertise in self-insurance and alternative funding mechanisms.
  • Comprehensive knowledge of Employee Benefit products and benefit administration.
SKILLS
  • Strong verbal and written communication skills.
  • Excellent problem-solving and time management capabilities.
  • Professional presentation skills and experience in conducting open enrollment sessions.
  • Exceptional customer service abilities.
  • Team collaboration and prioritization skills for managing multiple projects.
  • Proficiency in Microsoft Office Suite.

We take pride in providing comprehensive, high-quality employee programs and a competitive financial package. Explore the opportunities we offer.

Alliant Insurance Services, Inc. is committed to fostering an inclusive workplace. We welcome all qualified applicants without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other protected status.

If you require a reasonable accommodation during the application process, please contact our Career Center.

Other Details:
  • Pay Type: Salary
  • Travel Required: Yes

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