Assistant Account Manager - LifeBalance

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 5 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

Responsible for supporting and enhancing Life Balance client relationships. Focuses on supporting account executives by handling day‑to‑day tasks needed to maintain client relationships, and working on various client/member/vendor onboarding, engagement, and communications needs.

• Maintains and enhances client relationships in order to facilitate client renewal and employee engagement by handling communications with clients as needed, sharing content and promotional materials, and developing an understanding of each client’s unique background and needs
• Supports Account Executive with maintenance on assigned clients and helps to enhance client relationships to facilitate client renewal and employee engagement
• Acts as direct point of contact for assigned clients, and as a secondary/supporting contact for additional clients
• Generates utilization reports for assigned clients
• Manages Life Balance database records for assigned clients, entering new client information or updating existing client information as needed
• Works with the Operations Coordinator to ensure clients are invoiced correctly and provides the necessary information needed to be added to Client Central
• Handles follow up for assigned clients when payment is not received
• Modifies existing communications pieces to create client‑specific content for clients to leverage in promoting Life Balance. Content may include welcome emails, power point slides, program overviews, and more
• Assists in vendor outreach and recruitment, establishing new savings partnerships or updating relevant discount information for existing vendor partnerships
• Leverages a variety of tactics to nurture potential partnerships and establish savings, including cold calls, emails, and presentations
• Manages database entries for assigned Life Balance vendors, entering new vendor information or updating vendor information in the database as necessary
• Assists in quarterly vendor maintenance outreach
• Curates relevant local discount information to share with clients on a regular basis
• Handles client customer service escalation issues
  
  Leverages creative, strategic thinking to overcome obstacles and stay organized
• Refers new brands with interest in paid placement to ad sales team.
• Understands the Life Balance business model and identifies areas of cross‑promotion within other Alliant teams
• Communicates effectively with marketing/engagement, ad sales, member services, client services, IT, and other Life Balance departments/team members to ensure the success of each partnership

• Bachelor's Degree or equivalent combination of education and experience
• Two (2) or more years of experience in an account manager, assistant account manager, or similar client‑support role

• Proficient in Microsoft Office Suite
• Proficient with Mail Chimp, Constant Contact, or other email‑marketing platform preferred
• Proficient with Adobe Creative Suite preferred
• Verbal and written communication…