Alliant Insurance Services

Manager

• Lead internal and external brand experience through high-impact events and engagement experiences
• Create experiences that bring the brand to life for employees, clients, prospects, and practice partners
• Partner with leaders, subject matter experts, sales, account teams, and marketing to align experiences with business priorities
• Manage event planning from concept through follow-up, including timelines, budgets, logistics, vendors, communications, and speaker support
• Develop strategies, selective VIP touchpoints, gifting strategies, and personalized follow-up moments for priority relationships, markets, and customers
• Integrate projects, target profiles, and consumer insights across categories, brands, and markets
• Ensure execution prioritizes growth and ROI; evaluate ROI for strategic consistency and financial viability
• Establish KPIs for regional and national plans; review activation performance and take corrective actions
• Recommend annual category activation budgets covering program costs, activation agencies, training, and implementation
• Collaborate with brand teams on creative briefs, processes, and brand activation communications
• Collaborate with customer marketing and customer development teams to support in-market activation success
• Own the strategy and execution of the biannual internal employee conference
• Design internal engagement moments that strengthen alignment, connection, culture, and awareness
• Plan and execute client and prospect programs, including webinars, thought leadership sessions, virtual events, and regional experiences
• Shape event themes, content, messaging, and attendee journeys
• Measure engagement, feedback, and business impact to improve future activations and support cross-practice growth
• Manage staff, including motivating, mentoring, training, and development
• Maintain complete and accurate information in accordance with agency management system data standards
• Perform duties in accordance with company policies, procedures, and applicable laws
• Perform other duties as assigned

Brand Experience Manager

Compliance

• Provide support, practical management, and guidance to ensure Company operations comply with ethical business practices, Company policies, and legal/regulatory requirements
• Advise business units and protect the Company's interests in corporate, legal, and regulatory matters
• Manage carrier compliance investigations of alleged violations of rules, regulations, policies, procedures, and standards of conduct
• Record notifications, manage internal and external communication, and track investigations for timely responses
• Identify compliance trends through monitoring internal and external reporting
• Assist in developing compliance guidelines and tools
• Assist in call center oversight
• Coordinate, record, maintain, and monitor compliance records, reports, and analysis
• Assist with internal and external audits and designated compliance matters
• Review agent-created advertisements, social media, and websites
• Provide guidance to internal and external parties
• Assist with submission of marketing materials to carriers and for regulatory approval when necessary
• Assist the Compliance Officer with administering and improving the Company's Compliance Program
• Assist with responses to alleged violations and reporting violations or potential violations to authorized enforcement agencies as appropriate or required
• Monitor statutes and regulations and communicate updates throughout the Company and its downstream agents
• Assist with developing and overseeing compliance training for employees and downstream agents
• Monitor and coordinate compliance activities across business units, including tracking and reporting key compliance metrics
• Identify compliance vulnerabilities and risks
• Assist with developing and implementing corrective action plans
• Serve on relevant internal and external committees
• Assist with special projects and assignments requested by management
• Perform other duties as assigned by management

Compliance Associate – Medicare/ACA

Account Manager

• 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

Account Manager – Employee Benefits

Consultant

• Lead a team of consultants providing clients with expertise related to compensation program design and management
• Independently manage a portfolio of clients and unique engagements
• Create and maintain client relationships and accountability
• Create, track, and maintain project plans, including staff assignments, deliverables, and deadlines
• Conduct research, analysis, and extensive quantitative data management to solve problems and influence clients
• Create high-quality reports analyzing client challenges and opportunities
• Analyze root causes, identify problems, and propose fact-based, cost-effective solutions
• Generate leads for business development opportunities
• Maintain revenue for the client portfolio and support the team’s sales pipeline
• Develop high-quality reports and presentations using PowerPoint and formatted Excel tables
• Provide quality assurance for client deliverables, including presentations, Excel models, and market pricings
• Supervise, train, and develop multiple consultants
• Maintain complete and accurate agency management system data
• Comply with company policies, procedures, and applicable laws
• Perform other duties as assigned

Senior Consultant – Compensation Consulting

Insurance

• Assess and manage the company's corporate risks
• Set standards for reviewing and negotiating insurance provisions in contracts
• Direct negotiation of key contracts
• Place and renew corporate insurance policies
• Establish, evaluate and perform risk management best practices
• Develop, implement and monitor risk management policies
• Oversee the corporate audit program
• Develop and manage the corporate insurance budget
• Develop and maintain risk management procedural manuals
• Implement and maintain record-keeping systems for risk and legal records
• Work with senior management to identify risk strategies and corporate projects
• Identify, secure, renew and manage commercial insurance coverage
• Monitor insurance policies and communicate coverage to staff
• Manage insurance renewals, brokers, insurers and claims
• Coordinate loss investigations and loss-prevention improvements
• Manage certificates of insurance and verify contractual requirements
• Negotiate insurance programs and review policies for accuracy
• Prepare underwriting submissions and collect underwriting information
• Analyze claims costs and develop strategies to improve risk performance
• Coordinate with senior management and legal counsel on claims management
• Identify claims lessons learned and develop risk-reduction strategies
• Maintain risk-management cost allocation systems
• Analyze historical data and forecast potential loss levels
• Work with insurers to set reserves for known exposures
• Lead disaster recovery, business continuity and local safety committee efforts
• Monitor regulatory developments and adapt risk-management processes accordingly
• Perform other duties as assigned

Brand Experience Manager

Compliance Associate – Medicare/ACA

Account Manager – Employee Benefits

Senior Consultant – Compensation Consulting

Director of Risk Management