- Manages all client required services and maintains client relationship with minimal input from Producers;
- Manages mid market book of business through direction of employees on service team;
- Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
- Acts as direct point of contact for client from time of lead;
- Acts as the lead representative to an assigned book-of-business;
- Participates in team selling process including finalist interviews and RFP responses;
- Prepares and presents to client renewal analysis;
- Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
- Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
- Provides analysis and recommendations concerning client's existing coverages;
- Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
- Receives and responds to client inquiries including benefit and claim questions and issues;
- Reviews client coverage contracts and amendments for accuracy;
- Manages and negotiates third party vendor relationships and contracts on behalf of the client;
- Manages dedicated service team;
- Serves as technical expert, assisting department members to resolve complex issues;
- Create new client sales opportunities;
- Engages in optimal and appropriate usage of applicable agency management systems;
- Other duties as assigned.
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Employee Benefits Analyst
3 weeks ago
alliant_commercial_realty_services Walnut Creek, United StatesAbout 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. Operating through a national network of offices, Alliant provides property and casualty, w ...
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Director of Employee Benefits
2 weeks ago
kay search group Redwood City, United StatesJob Description · Job DescriptionPosition: Director of Employee Benefits (Global Law Firm) · Location: Redwood City, CA (Hybrid) · Company: Global Law Firm · Comp Package: Base salary to $275K, Bonus, Full Benefits, 401K+, Tuition Reimbursement, etc. · Responsibilities for Direct ...
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Director of Employee Benefits
2 weeks ago
Gunderson Dettmer Redwood City, United StatesJob Description · Job DescriptionGunderson Dettmer is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, ...
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Employee Benefits Account Manager
1 week ago
USI Holdings Corporation Concord, United StatesGeneral Description: · Manages Employee Benefits insurance accounts and services as their day-to-day contact. · Major Responsibilities:Manage a book of business comprised of fully insured clients but may include some self-insured clients.Provide proactive, personalized support ...
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Client Manager, Employee Benefits
3 weeks ago
EPIC Brokers Concord, United StatesOVERVIEW · The Employee Benefits Client Manager works with the Client Executive to assist with the maintenance of a client's employee benefits program and the day-to-day service of the account. The Client Manager is responsible for assisting with the marketing process, from coll ...
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Employee Benefits Account Manager
1 week ago
USI Holdings Corporation Concord, United StatesGeneral Description: Manages Employee Benefits insurance accounts and services as their day-to-day contact. · Major Responsibilities: Manage a book of business comprised of fully insured clients but may include some self-insured clients. · Provide proactive, personalized suppor ...
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Director of Employee Benefits
3 weeks ago
Kay Search Group Redwood City, United StatesPosition: Director of Employee Benefits (Global Law Firm) · Location: Redwood City, CA (Hybrid) · Company: Global Law Firm · Comp Package: Base salary to $275K, Bonus, Full Benefits, 401K+, Tuition Reimbursement, etc. · Responsibilities for Director of Employee Benefits: · Respo ...
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Director of Employee Benefits
3 weeks ago
Gunderson Dettmer Redwood City, United StatesGunderson Dettmer is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, accelerate entrepreneurship, and ...
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Director of Employee Benefits
3 weeks ago
Gunderson Dettmer Redwood City, United StatesGunderson Dettmer is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, accelerate entrepreneurship, and ...
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Director of Employee Benefits
1 week ago
Gunderson Dettmer Redwood City, United StatesGunderson Dettme r is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, accelerate entrepreneurship, an ...
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Director of Employee Benefits
2 weeks ago
Gunderson Dettmer Redwood City, United StatesGunderson Dettmer is the only business law firm of its kind - exclusively serving the global venture capital and emerging technology marketplace. With 400 attorneys in eleven offices - from Silicon Valley to Singapore - we innovate for innovators, accelerate entrepreneurship, and ...
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Employee Benefits Account Manager
2 days ago
Wraith, Scarlett & Randolph Vallejo, United States: · WSR is currently seeking a Full Time Employee Benefits Account Manager · Wages and Benefits: · Competitive salary with the potential of quarterly bonuses · Medical, vision, and dental (employee and dependents covered at a very minimal cost to the employee) · Telehealth throug ...
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Employee Benefits Account Manager
2 weeks ago
USI Insurance Services San Francisco, United StatesGeneral Description: · Manages Employee Benefits insurance accounts and services as their day-to-day contact. · Major Responsibilities: · Manage a book of business comprised of fully insured clients but may include some self-insured clients. · Provide proactive, personalized su ...
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Account Manager, Employee Benefits
2 days ago
HUB International San Francisco, United StatesThe Opportunity · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
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Account Manager, Employee Benefits
1 week ago
HUB International San Francisco, United StatesThe Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitate Account Manager, Benefits, Ma ...
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Account Manager, Employee Benefits
1 week ago
HUB International San Francisco, United StatesTHE OPPORTUNITY: · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
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Employee Benefits Account Manager
3 days ago
Gpac Fremont, United States Full timePosition: Employee Benefit Account Manager - Insurance · Knowledge of various carriers, ability to help with quotes and proposals, new business, and renewals. Also, this is a fun company to work for, flexible time and a great compensation package. · Primary Job Purpose: · Manage ...
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Employee Benefits Insurance Producer
13 hours ago
Woodruff-Sawyer & Co., Inc. San Francisco, United StatesWho We Are · Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and you ...
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Account Manager, Employee Benefits
3 days ago
HUB International San Francisco, United StatesThe Opportunity · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
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Account Manager, Employee Benefits
1 week ago
HUB International San Francisco, United StatesTHE OPPORTUNITY: · The Employee Benefits Account Manager provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive ...
Account Executive Employee Benefits - Walnut Creek, United States - alliant_commercial_realty_services
Description
With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States. Position can be located in San Francisco, CA or Walnut Creek, CA. SUMMARY Acts as an agent of producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's degree or equivalent combination of education and experience years related work experience Valid insurance license Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent oral and written communication skills Good problem solving and time management skills Ability to work within a team and to foster teamwork Good planning, organizational and prioritization skills Proficient in Microsoft Office Suite Proficient in Agency Management System
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 and let us know the nature of your request and contact information.
Account Executive Employee Benefits professionals in Walnut Creek
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Kenneth Jimenez
Supply Chain, Logistics and Warehouse Management