Alliant Insurance Services · 7 hours ago
Client Manager - Employee Benefits
Irvine, CA
Full-time
Onsite
Senior Level
7+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to providing employee benefits solutions. The Client Manager - Employee Benefits role involves collaborating with Account Executives to develop client-centered strategies and managing a book of business while leading a multi-disciplined service team.
ConsultingFinancial ServicesInsurance
Responsibilities
Exhibits proven competence in all Account Manager duties and knowledge requirements
Collaborates with a mentor Account Executive to manage an assigned book-of-business
Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics (must complete Account Manager Analyst Training if little to no Analyst experience)
Assists Account Executive in development of multi-year strategic plan for clients
Assists Account Executive with client financials, and renewal negotiations
Displays advanced command of client renewal presentation, including marketing analytics
Actively participates in team mentorship program
Acts as an Affordable Care Act (ACA) subject matter expert
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
Qualification
Required
Bachelor's degree or equivalent combination of education and experience
Seven (7) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
Baseline understanding of self-insurance and alternative funding arrangements
High level of Employee Benefit product and benefit administration knowledge
Good verbal and written communication skills
Good problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
Excellent customer service skills
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Strong understanding of self-insurance and alternative funding arrangements
Proficient in Microsoft Office Suite
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
H1B Sponsorship
Alliant Insurance Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2022 (2)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
Recent News
Morningstar.com
2025-12-24
2025-12-18
Company data provided by crunchbase