Mergers & Acquisitions Account Manager - Employee Benefits
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.
As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.
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SUMMARY
Responsible for providing excellent customer service and managing client benefits calendar, including compliance, strategy, renewal, and Open Enrollment deliverables. Serves as project manager and primary point of contact on day-to-day issues. Collaborates with and keeps producer/consultant informed and delegates effectively to supporting team members.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Fosters and manages overall relationship with clients ensuring strong retention and client satisfaction.
Manages client benefit inquiries and resolves escalated service issues.
Meets with clients for pre-renewal strategy, proposal delivery, and explanation.
Analyzes market proposals for verification of benefits, premiums, and competitiveness.
Negotiates with markets for benefits premium concessions.
Reviews coverage contracts for accuracy of policy provisions.
Conducts client open enrollment meetings and answers questions regarding benefit coverage.
Manages new carrier and plan implementations for book of business.
Ensures delivery of claims experience and utilization reports and reviews for accuracy.
Assist with onboarding of new clients.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Other duties as assigned.
QUALIFICATIONS
Associate's Degree or equivalent combination of education and experience
Six (6) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS
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
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
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