Account Manager Lead - Employee Benefits

$90,000 - $143,000/Yr

Alliant - Sacramento, CA

Full-time - Mid Level

Sacramento, CA

1-10 employees

Professional, Scientific, and Technical Services

About the position

The Account Manager Lead - Employee Benefits at Alliant Insurance Services is responsible for managing client relationships, ensuring high satisfaction and retention of assigned accounts. This role involves soliciting new business, supporting producer-led efforts, and overseeing the service delivery of employee benefits solutions. The position requires strong leadership and communication skills to effectively manage client inquiries and service issues, as well as to negotiate with markets for premium concessions.

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.

Requirements

• Bachelor's degree or equivalent combination of education and experience
• Eight (8) or more 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
• 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

Benefits

• Comprehensive employee programs
• Competitive financial package