Account Manager – Employee Benefits

Alliant Insurance Services

. Handle a larger book of business and provide customer service and overall service for assigned customers and/or policies .

Posted 9/17/2026full-timeRemote • Maryland • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing a diverse book of business while providing exceptional customer service and support. Proficient in insurance marketplace knowledge, policy analysis, and team leadership to ensure compliance and effective client retention strategies.

Highest-signal resume keywords

Valid Insurance LicenseEight Years Related Work ExperienceTechnical Knowledge of Insurance MarketplaceExcellent Customer Service SkillsAbility to Supervise and Lead Staff

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AnalysisRenewal Strategy DevelopmentMarketing NegotiationCoverage ReviewClaims CoordinationAccounting History ReviewProposal PreparationCompliance ReviewData ManagementInsurance Specifications Development

Soft Skills

Superior Verbal CommunicationWritten Communication SkillsOrganizational SkillsProblem Solving SkillsTime Management Skills

Tools & Technologies

Microsoft Office SuiteAgency Management System

Certifications & Qualifications

Bachelor's DegreeContinuing Education Requirements

Industry Keywords

Customer ServiceClient RetentionInsurance PoliciesRenewalsTeam Leadership

About the role

Key responsibilities & impact

Handle a larger book of business and provide customer service and overall service for assigned customers and/or policies
Support and sometimes lead a service team with oversight from an experienced Account Executive or direct manager
Support Account Executives on sophisticated large accounts and directly manage assigned accounts
Initiate renewals and develop renewal strategies with the Regional Director or Producer
Analyze exposures and develop renewal or new business specifications for marketing
Conduct marketing, negotiate rates, and review quotes and coverages
Review policies, determine appropriate coverage, and identify deficiencies
Review marketing results and prepare proposals, presentations, binders, and certificates
Review policies for accuracy and contracts for compliance
Prepare coverage summaries and schedules
Review accounting history, respond to inquiries, correct discrepancies, and pursue receivable collections
Coordinate claims processes with claims staff and advocates
Communicate client-retention information to producers and service teams
Meet with clients as needed or directed
Mentor staff
Collect fees and resolve outstanding balances within 60 days of invoicing
Maintain complete and accurate agency management system data
Perform duties in accordance with company policies and applicable laws

Requirements

What you’ll need

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
Superior verbal and written communication skills
Advanced planning, organizational and prioritization skills
Technical skillset and knowledge of insurance marketplace and lines of insurance for assigned book
Ability to supervise and lead staff
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