Employee Benefits Account Manager at Alliant Insurance Services in San Francisco, California

Posted in Management 4 days ago.

Job Description:

Position at Alliant Insurance Services

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. As one of the 10 largest insurance brokerage firms in the U.S., Alliant operates through a national network of offices providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available on the company's web site at:www.alliant.com.


Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.


  • Fosters and manages overall relationship with clients ensuring retention of mid market 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;

  • Engages in optimal and appropriate usage of applicable agency management systems;

  • Other duties as assigned.



Bachelor's degree or equivalent combination of education and experience

5 - 7 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 oral and written communication skills

Ability to work within a team and to foster teamwork

Excellent customer service skills, including telephone and listening skills

Good leadership, problem solving and time management skills

Proficient in Microsoft Office Suite

Proficient in Agency Management System

Ability to prioritize work for multiple projects and deadlines

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Submit Resume" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.#LI-AS1