Account Manager

4 weeks ago


San Francisco, California, United States Alliant Insurance Services Full time
Account Executive Job Description

We are seeking a highly skilled Account Executive to join our team at Alliant Insurance Services. As a key member of our organization, you will be responsible for collaborating with Employee Benefit Brokers/Consultants to develop and execute client-centered strategies.

Key Responsibilities:
  • Manage a book of business and direct the work of a multi-disciplined service team.
  • Exhibit proven competence in all Client Manager duties and knowledge requirements.
  • Establish multi-year strategic plan development and present to clients.
  • Manage client financials and negotiate renewals.
  • Prepare and present renewals or marketing to Executives, Boards, or Public Sector Committees.
  • Strategically guide clients through the decision-making process.
  • Maintain ownership of all client deliverables by the service team.
  • Lead the service team in the implementation and execution of the strategic plan, renewal, or marketing.
  • Manage and mentor a team effectively, inspiring collaboration, team performance, and camaraderie.
  • Understand intricacies and differences between Alliant's business sectors.
  • Participate in the team selling process, including finalist interviews and RFP responses.
  • Demonstrate thorough knowledge in Underwriting, Compliance, Cobra, TPAs, FSAs, HSAs, etc.
  • Serve as a technical expert, assisting department members to resolve complex issues.
  • Select carriers for solicitation and negotiate with carriers for benefit and premium considerations.
  • Collect fees, reconcile, and resolve any outstanding balances within 60 days of the invoicing date.
  • Comply with agency management system data standards and data integrity.
Requirements:
  • Bachelor's degree or equivalent combination of education and experience.
  • Eight (8) or more years related work experience.
  • Valid insurance license.
  • Must continue to meet Continuing Education requirements for license renewal.
  • Expert level of Employee Benefit product and benefit administration knowledge.
  • Excellent verbal and written communication skills.
  • Excellent customer service skills.
  • Strong presentation skills and ability to conduct open enrollment meetings.
  • Good problem-solving and time management skills.
  • Ability to work within a team and to foster teamwork.
  • Good planning, organizational, and prioritization skills.
  • Strong understanding of self-insurance and alternative funding arrangements.
  • Proficient in Microsoft Office Suite.

We offer a comprehensive, high-quality employee program that meets employees' needs now and in the future. If you are a motivated and experienced professional looking for a challenging role, please click on the "Apply Now" button to submit your application.


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