Account Manager II - Group

Summary

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.

• Service 1 – 99 life in force groups
• Provide full-service for select producers including plan changes, group questions and marketing for agents according to rate increase level
• Review renewals as they come in, provide renewal template letters to clients and market the group or present to the group depending on rate increase
• Foster and manage overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction
• Manage General Agency relationships for assigned book-of-business
• Select markets for solicitation, direct General Agencies in marketing, and review GA plan illustrations
• Negotiate with markets for benefits premium concessions
• Review coverage contracts for accuracy of policy provisions
• Independently meet with clients for pre-renewal strategy, proposal delivery and explanation
• Conduct client meetings, coordinate and conduct open enrollments, and answer questions regarding benefit coverage
• Manage new carrier and plan implementations for book of business
• Assist with implementation of Ben Admin systems and complete renewals within those systems
• Serve as an expert on Alliant employee communication solutions in client and prospect meetings, competently speaking on all relevant options and managing client expectations appropriate to revenue
• Prepare reports and review for accuracy
• React, process and follow up on new business
• Meet with clients as they need or as directed by Producer
• Collect fees, reconcile and resolve any outstanding balances within 60 days of invoicing date
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information)
• Other duties as assigned

• Bachelor's degree or equivalent combination of education and experience
• Five (5) or more years of related work experience
• Valid insurance license
• Must continue to meet Continuing Education requirements for license renewal
• Competent experience with California GA quoting engines

• Thorough understanding of small group market, products and underwriting guidelines
• Thorough understanding of compliance and contribution modeling in relation to small groups
• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Good leadership, problem solving and time management skills
• Good presentation skills and ability to conduct open enrollment meetings in-person or via webinar
• Ability to work both independently and within a team and to foster teamwork
• Ability to prioritize work for multiple projects and deadlines

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.