Account Manager

Alliant Insurance Services is a leading insurance brokerage firm. This position ensures high‑quality service for assigned clients and supports new business efforts within the Employee Benefits Department.

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting new business on existing accounts and supporting Producer‑led new business efforts.

• Fosters and manages overall relationship with clients ensuring retention of mid market book of business and high satisfaction.
• Reviews client team’s RFPs.
• Selects markets for solicitation.
• Analyzes market proposals for verification of benefits, premiums, and competitiveness.
• Reviews coverage contracts for accuracy of policy provisions.
• Meets with clients for pre‑renewal strategy, proposal delivery and explanation.
• Conducts client open enrollment meetings and answers questions regarding benefit coverage.
• Negotiates with markets for benefits premium concessions.
• Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues.
• Manages new carrier and plan implementations for book of business.
• Ensures team prepares claims experience and utilization reports and reviews for accuracy.
• Reacts, processes, and follows up on new business.
• Meets with clients as needed or directed by Producer.
• Collections 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.

• Associate’s Degree or equivalent combination of education and experience.
• Bachelor’s Degree or equivalent combination of education and experience.
• Six (6) or more years related work experience.
• Encouraged to complete Career Path requirements as communicated by supervisor.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

• Excellent verbal and written communication skills.
• 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.
• Ability to prioritize work for multiple projects and deadlines.
• Proficient in Microsoft Office Suite.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to

For more information on Alliant Insurance Service’s benefits, please visit