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Account Manager - Employee Benefits
Account Manager - Employee Benefits-March 2024
Grove City
Mar 30, 2026
About Account Manager - Employee Benefits

  Account Manager - Employee BenefitsChicago, IL, USA * Illinois, USA * Indiana, USA * Minnesota, USA * Ohio, USAReq #1469Thursday, January 11, 2024At 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 10 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. More information is available at .SUMMARYResponsible 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.ESSENTIAL DUTIES AND RESPONSIBILITIES* Assist in Merger & Acquisition (M&A) insurance due diligence activities for existing clients, including collection of insurance information, summary of data and review of contractual documents as it relates to insurance;* Support Mergers & Acquisitions team in developing new business opportunities for existing clients and prospects;* Initiate new business and renewal process for clients, and discusses and creates renewal strategy with Account Executive;* Analyze and compares current exposures and develops renewal or new business specifications for marketing;* Conduct marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy;* Review and summarizes marketing results and prepares proposals;* Finalize proposals and presentations in coordination with Producer;* Bind insurance coverage and prepares binders and/or delegate certificates issuance;* Review policies for accuracy and review contracts;* Prepare summaries and/or schedules of coverage for clients;* Review client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;* Participate in the claims process as directed by management, including claim submission, follow-up and overall communication;* Notify brokers of pertinent information related to client retention;* Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;* Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information);* Other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's degree or equivalent combination of education and experienceTwo (2) or more years' work experience with mergers and acquisitionsValid insurance licenseMust continue to meet Continuing Education requirements for license renewalEncouraged to complete Career Path requirements as communicated by supervisorSKILLSProficient in Microsoft Office SuiteExcellent verbal and written communication skillsExcellent customer service skills, including telephone and listening skillsGood leadership, problem solving and time management skillsAbility to work within a team and to foster teamwork#LI-LM1We 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 "Appl

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