Account Manager Lead - Group ; Hybrid

Summary

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As a top-tier professional dedicated to solving clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service. This dynamic, expanding company offers prospects for individual and career growth.

• Service in force groups.
• Provide full-service for select producers including plan changes, questions from groups, and marketing for some agents according to rate increase level.
• Review renewals as they come in and provide renewal and template letter to agent/AM, 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.
• Support the team by handling escalated matters, answering questions, delegating tasks, and overseeing tasks/projects.
• Help develop training materials for the Account Managers.
• Train and mentor Account Managers to achieve department objectives.
• Review client team's illustrations.
• Select markets for solicitation.
• Review coverage contracts for accuracy of policy provisions.
• Meet with clients for pre‑renewal strategy, proposal delivery and explanation.
• Conduct client meetings and answer questions regarding benefit coverage.
• Negotiate with markets for benefits premium concessions.
• Ensure that client team handles client benefit inquiries and manages team to effectively service clients; resolve escalated service issues.
• Manage new carrier and plan implementations for book of business.
• Ensure team prepares reports and reviews for accuracy.
• Process and follow up on new business.
• Meet with clients as needed or directed by Producer.
• Act as a liaison between local office and corporate departments such as Accounting, IT and Facilities to ensure effective and efficient operations of the office.
• Manage office vendor relationships including vendor account management, procurement, invoice reconciliation and processing, scheduling maintenance requests and serving as main point of contact for vendors while on‑site.
• 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).
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

• Bachelor’s Degree or equivalent combination of education and experience.
• Seven (7) or more years of related work experience.
• Must continue to meet Continuing Education requirements for license renewal.
• Encouraged to complete Career Path requirements as communicated by supervisor.
• Valid Insurance License.

• Excellent verbal and written communication skills.
• Excellent customer service skills, including telephone and listening skills.
• Good leadership, problem solving and time management skills.
• Ability to work within a team and foster teamwork.
• Ability to prioritize work for multiple projects and deadlines.
• Ability to train and mentor others.
• 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