Account Manager - Employee Benefits
在阿利安特保险服务,我们致力于建立基于健康使增长成为可能的员工福利解决方案。作为顶级专业人士,致力于解决客户的健康和福利保险挑战,阿利安顿团队成员提供无与伦比的服务深度,我们的独特方法使我们能够帮助客户保持弹性并将变革转化为机会。这个职位是加入一个充满活力的,不断扩张的公司,有个人和职业发展前景的机会。作为美国五大保险经纪公司之一,Alliant 为全国各地的客户提供财产和伤害,工人赔偿,员工福利,担保和金融产品和服务。更多信息可在 www.alliant.com 上找到。总结负责为分配客户和/或政策提供客户服务和整体服务,通过现有账户征求新业务并支持由生产商领导的新业务努力。分析市场提案,以验证利,保费和竞争力;审查政策条款的准确性;与客户见面进行预续订策略,提出建议和解释;开展客户开放招生会议并回答有关福利覆盖的问题;与福利优惠让步市场协商;确保客户团队处理客户利益查询,并有效地管理团队服务客户;解决升级的服务问题;管理新运营商和计划实施业务簿;确保团队为准确度做好索赔经验和利用报告和评论;根据生产商的要求或指导,与客户会面;在发票日期60天内收取费用,调整和解决任何未偿还余额;遵守机构管理系统数据标准和数据完整性 (输入并保持完整准确信息);其他职责。
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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 5 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
Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction;
Reviews client team’s RFPs;
Selects markets for solicitation;
Analyzes market proposals for verification of benefits, premiums, and competitiveness;
Reviews coverage contracts for accuracy of policy provisions;
Meets with clients for pre-renewal strategy, proposal delivery and explanation;
Conducts client open enrollment meetings and answers questions regarding benefit coverage;
Negotiates with markets for benefits premium concessions;
Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;
Manages new carrier and plan implementations for book of business;
Ensures team prepares claims experience and utilization reports and reviews for accuracy;
Reacts, processes, and follows up on new business;
Meets with clients as needed or directed by Producer;
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.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's Degree or equivalent combination of education and experience
Bachelor's Degree or equivalent combination of education and experience
Six (6) 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
Excellent verbal and written communication skills
Ability to work within a team and to foster teamwork
Excellent customer service skills, including telephone and listening skills
Good leadership, problem solving and time management skills
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite
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" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Originally posted on Himalayas