Account Manager II – Small Group Benefits

This is a fully remote position, open to applicants in Texas.

📋 Description

• Accountable for delivering customer service and overall management of assigned clients and/or policies.

• Pursue new business opportunities within existing accounts.

• Assist Producer-led initiatives for acquiring new business.

• Provide service for groups with 1 to 99 lives in force.

• Offer comprehensive support for selected producers, addressing plan modifications and inquiries from groups.

• Evaluate renewals as they arrive and prepare renewal and template letters for clients.

• Cultivate and oversee the overall client relationship to ensure the retention of the executive benefits portfolio.

• Manage General Agency relationships for the assigned portfolio.

• Identify markets for outreach and guide General Agencies in marketing efforts.

• Negotiate with markets for concessions on benefits premiums.

• Review coverage contracts to ensure the accuracy of policy provisions.

• Conduct independent meetings with clients for pre-renewal strategy discussions, proposal presentations, and clarifications.

• Organize client meetings, coordinate open enrollments, and respond to inquiries about benefit coverage.

• Oversee new carrier and plan implementations for the portfolio.

• Assist in the implementation of BenAdmin systems and complete renewals within those platforms.

• Act as an expert on Alliant employee communication solutions during client and prospect meetings.

• Prepare reports and verify their accuracy.

• Respond to, process, and follow up on new business initiatives.

• Meet with clients as needed or as directed by the Producer.

• Manage the collection of fees, reconciliation, and resolution of any outstanding balances within 60 days of the invoice date.

• Adhere to agency management system data standards and maintain data integrity.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education and experience.

• At least five (5) years of relevant work experience.

• A valid insurance license.

• Proficient experience with California GA quoting engines.

• In-depth knowledge of the small group market, its products, and underwriting guidelines.

• Comprehensive understanding of compliance and contribution modeling concerning small groups.

• Skilled in Microsoft Office Suite.

🏝️ Benefits

• Ongoing education requirements for license renewal.