Account Manager Lead - Employee Benefits

Alliant Insurance Services•San Francisco, CA

About The Position

Responsible for handling a larger book of business and providing customer service and overall service of assigned customers and/or policies. Supports and may at times lead a service team with some oversight from a more experienced Account Executives or direct manager.

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
Superior verbal and written communication skills
Advanced planning, organizational and prioritization skills
Technical skillset and knowledge of insurance marketplace and lines of insurance for assigned book
Ability to supervise and lead staff
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
Proficient in Microsoft Office Suite

Nice To Haves

Encouraged to complete Career Path requirements as communicated by supervisor

Responsibilities

Supports more experienced Account Executive's on more sophisticated large accounts and may also be responsible for direct management of assigned accounts
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Regional Director or 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
Independently reviews policy and determines appropriate coverage; identifies possible deficiencies
Reviews and summarizes marketing results and prepares proposals
Finalizes proposals and presentations in coordination with a Service team, Regional Director or Producer
Binds insurance coverage and prepares binders and/or delegate certificates issuance
Reviews policies for accuracy and review contracts for compliance
Prepares summaries and/or schedules of coverage for clients or delegates and manages the process with a service team
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
Responsible to coordinate the claims process for assigned accounts with assigned claims staff; work in tandem with assigned claims advocates to deliver Client service
Notifies producer or service team of pertinent information related to client retention
Meets with clients as needed or directed by Producer
Provides mentoring to staff to support immediate supervisor
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)
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates
Performs other duties as assigned