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Commercial Account Manager Lead

Job in Salinas, Monterey County, California, 93911, USA
Listing for: Alliant
Full Time position
Listed on 2025-12-06
Job specializations:
  • Insurance
  • Business
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Posted Tuesday, December 2, 2025 at 11:00 AM

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

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
  • Fosters and manages overall relationship with clients ensuring retention of 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;
  • 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
  • Bachelor’s degree or equivalent combination of education and experience
  • 6 - 8 years related work experience
  • Valid insurance license
  • Must continue to meet Continuing Education requirements for license renewal
  • Encouraged to complete Career Path requirements as communicated by supervisor
SKILLS
  • 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
  • Superior leadership, problem solving and time management skills
  • Ability to prioritize work for multiple projects and deadlines
  • Proficient in Microsoft Office Suite

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 “Apply Now

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