Account Manager - Employee Benefits

Alliant Insurance Services • Lakewood, OH

396d

About The Position

The Account Manager for Employee Benefits at Alliant Insurance Services is responsible for providing exceptional customer service and managing the overall service of assigned customers and policies. This role involves soliciting new business on existing accounts and supporting Producer-led new business efforts, ensuring clients receive tailored insurance solutions that meet their needs.

Requirements

• Associate's Degree or equivalent combination of education and experience
• Six (6) or more years related work experience
• Valid Insurance License required
• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Ability to work within a team and to foster teamwork

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing
• Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
• Reviews and summarizes marketing results and prepares proposals
• Finalizes proposals and presentations in coordination with Producer
• Binds insurance coverage and prepares binders and/or delegate certificates issuance
• Reviews policies for accuracy and review contracts
• Prepares summaries and/or schedules of coverage for clients
• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
• Participates in the claims process as directed by management, including claim submission, follow-up and overall communication
• Provides technical guidance to staff assisting with client needs or procedural issues
• Notifies brokers of pertinent information related to client retention
• Meets with clients as needed or directed by Producer
• 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.

Benefits

• Comprehensive employee programs
• Competitive financial package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Associate degree
• Number of Employees: 1-10 employees