Alliant Insurance Services · 8 hours ago
Account Manager - Employee Benefits
Seattle, WA
Full-time
Onsite
Mid Level
4+ years expAlliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to creating employee benefits solutions. The Account Manager will provide customer service and manage relationships with clients, ensuring high satisfaction and retention while supporting new business efforts.
ConsultingFinancial ServicesInsurance
Hiring Manager
Lexi Miller
Responsibilities
Creates marketing submissions and works with various carriers to obtain quotes as required
May negotiate prices, commissions, and/or coverages with carriers
Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s)
Manages renewal process for expiring policies
Prepares presentations and/or proposals for clients
May participate in client meetings to review coverage
Researches requests for information from Underwriters
Composes correspondence to insureds and/or Underwriters
Discusses and assists in setting renewal and/or new business marketing strategy with Producer or Supervisor
Binds insurance coverage and prepares binders
Prepares certificate templates
Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer
Participates in the claims process as necessary
Notifies Brokers and Producers of pertinent information related to client retention
Collection of fees, reconciliation and resolution of any outstanding balances within 90 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
Four (4) 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
Excellent customer service skills, including telephone and listening skills
Excellent organization skills with effective time management skills
Strong analytical skills
Advanced planning and prioritization skills
Strong attention to detail
Good problem solving skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
Proficient in Microsoft Office Suite
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
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
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