Account Manager - Employee Benefits Alliant Insurance Services - 3.4 Irvine, CA Job Details Full-time $90,000 - $110,000 a year 1 hour ago Benefits Health insurance Qualifications Data integrity assurance Customer records maintenance Record keeping Contract documentation review Managing customer accounts Completing CE credits Pricing Contract review Accounts receivable management Account maintenance Phone communication Identifying new business opportunities Insurance policy presentations Account development Research Mid-level Marketing strategy development Insurance issue resolution Cross-selling Client invoicing Data integrity and documentation Analysis skills Bachelor's degree Insurance regulation Sales quoting Managing clients in a finance role Contractual compliance checks Task prioritization Customer relationship management Invoice reconciliation Full Job Description 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.

Hybrid work schedule:

In-office requirement. 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

Creates marketing submissions and works with various carriers to obtain quotes as required; May negotiate prices, commissions, and/or coverages with carriers; Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s); Manages renewal process for expiring policies; Prepares presentations and/or proposals for clients; May participate in client meetings to review coverage; Researches requests for information from Underwriters; Composes correspondence to insureds and/or Underwriters; Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor; Binds insurance coverage and prepares binders; Prepares certificate templates; Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed; Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities; Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer; Participates in the claims process as necessary; Notifies Brokers and Producers of pertinent information related to client retention; Collection of fees, reconciliation and resolution of any outstanding balances within 90 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

Bachelor's degree or equivalent combination of education and experience Four (4) or more years related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by Supervisor SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Excellent organization skills with effective time management skills Strong analytical skills Advanced planning and prioritization skills Strong attention to detail Good problem solving skills Ability to work within a team and to foster teamwork Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency Proficient in Microsoft Office Suite #LI-AQ1 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