Account Manager

1 week ago

Irvine, California, United States Alliant Insurance Services Full time

Job Summary

As a key member of our team at Alliant Insurance Services, the Account Manager will play a critical role in collaborating with Employee Benefit Brokers/Consultants to develop and execute client-centered strategies. This position requires a strong understanding of the insurance industry and excellent communication skills to effectively manage client relationships and direct the work of a multi-disciplined service team.

Key Responsibilities

  • Exhibit proven competence in all Client Manager duties and knowledge requirements;
  • Act as the lead representative to an assigned book-of-business;
  • Establish multi-year strategic plan development and present to client;
  • Manage client financials, responsible for renewal negotiation;
  • Prepare and present renewals or marketing to Executives, Boards or Public Sector Committees;
  • Strategically guide the client through the decision-making process;
  • Maintain ownership of all client deliverables by the service team;
  • Maintain and drive client calendars for service team;
  • Lead the service team in implementation and execution of strategic plan, renewal or marketing;
  • Manage and mentor a team effectively, inspire collaboration, team performance and camaraderie;
  • Understand intricacies and differences between Alliant's business sectors, i.e. Hospital, Public Sector, etc.;
  • Participate in 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;
  • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
  • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);

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;

Preferred Skills

  • 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;

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