Account Manager - Employee Benefits

Alliant Insurance Services•King of Prussia, PA

About The Position

The Account Manager provides customer service and overall service for assigned customers and policies, solicits new business on existing accounts, and supports Producer-led new business efforts. The role manages relationships with clients to support retention of a mid-market book of business and high client satisfaction. It also oversees client service, renewal and implementation work, and accurate account information.

Requirements

Associate's degree or an equivalent combination of education and experience.
Six or more years of related work experience.
Valid insurance license.
Continue to meet continuing education requirements for license renewal.
Excellent verbal and written communication skills.
Ability to work within a team and foster teamwork.
Excellent customer service skills, including telephone and listening skills.
Good leadership, problem-solving, and time-management skills.
Ability to prioritize work across multiple projects and deadlines.
Proficiency in Microsoft Office Suite.

Responsibilities

Foster and manage client relationships to support retention of a mid-market book of business and high satisfaction.
Review client team RFPs, select markets for solicitation, and analyze market proposals to verify benefits, premiums, and competitiveness.
Review coverage contracts for accuracy of policy provisions.
Meet with clients for pre-renewal strategy and proposal delivery and explanation.
Conduct client open enrollment meetings and answer questions about benefit coverage.
Negotiate benefit premium concessions with markets.
Ensure the client team handles benefit inquiries; manage the team’s client service and resolve escalated service issues.
Manage new carrier and plan implementations for the book of business.
Ensure the team prepares claims experience and utilization reports, and review those reports for accuracy.
React to, process, and follow up on new business.
Meet with clients as needed or as directed by the Producer.
Collect fees and reconcile and resolve outstanding balances within 60 days of the invoicing date.
Comply with agency management system data standards and maintain complete and accurate information.
Perform other duties as assigned.