Account Manager Lead - Employee Benefits jobs in United States
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Alliant Insurance Services · 17 hours ago

Account Manager Lead - Employee Benefits

Alliant Insurance Services is one of the 10 largest insurance brokerage firms in the U.S., dedicated to providing employee benefits solutions. The Account Manager Lead is responsible for managing client relationships, ensuring customer satisfaction, and supporting new business efforts while overseeing the service of assigned customers and policies.

ConsultingFinancial ServicesInsurance
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H1B Sponsor Likelynote
Hiring Manager
Amanda Quintanilla, MBA, SHRM-CP
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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)
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

Qualification

Insurance LicenseCustomer ServiceLeadershipProblem SolvingMicrosoft Office SuiteTeamworkTime ManagementVerbal CommunicationWritten Communication

Required

Bachelor's Degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
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, high quality employee programs
Very competitive financial package

Company

Alliant Insurance Services

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Alliant Insurance Services is a distributor of diversified insurance products and services.

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 Stage
Total Funding
$690M
Key Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired

Leadership Team

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Stephanie Beach
Senior Vice President, Employee Benefits
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Todd Schwartz
Senior Vice President
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Company data provided by crunchbase