Account Manager - Employee Benefits

Job Title

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 :

Skills :

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.