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Client Manager - Employee Benefits

Irvine, CA, USA ● Los Angeles, CA, USA ● Santa Barbara, CA, USA Req #1949
Wednesday, May 1, 2024

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 10 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 collaborating with Employee Benefit Account Executives on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team. 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Exhibits proven competence in all Account Manager duties and knowledge requirements;

•    Collaborates with a mentor Account Executive to manage an assigned book-of-business;

•    Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics (must complete Account Manager Analyst Training if little to no Analyst experience);

•    Assists Account Executive in development of multi-year strategic plan for clients;

•    Assists Account Executive with client financials, and renewal negotiations;

•    Displays advanced command of client renewal presentation, including marketing analytics;

•    Actively participates in team mentorship program;

•    Acts as an Affordable Care Act (ACA) subject matter expert;

•    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

Bachelor’s degree or equivalent combination of education and experience  

Seven (7) or more years related work experience 

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Baseline understanding of self-insurance and alternative funding arrangements

High level of Employee Benefit product and benefit administration knowledge

 


SKILLS

Good verbal and written communication skills 

Good problem solving and time management skills

Good presentation skills and ability to conduct open enrollment meetings

Excellent customer service skills

Ability to work within a team and to foster teamwork

Ability to prioritize work for multiple projects and deadlines

Strong understanding of self-insurance and alternative funding arrangements 

Proficient in Microsoft Office Suite

 

 

#LI-AS1

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 Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click
here.

Other details

  • Pay Type Salary
  • Travel Required Yes
Location on Google Maps
  • Irvine, CA, USA
  • Los Angeles, CA, USA
  • Santa Barbara, CA, USA