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Account Manager Lead

Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Alliant Insurance Services, Inc.
Remote/Work from Home position
Listed on 2026-01-31
Job specializations:
  • Insurance
    Risk Manager/Analyst
  • Business
    Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Account Manager Lead - Employee Benefits

Account Manager Lead - Employee Benefits Job Description

Posted Wednesday, January 28, 2026 at 11:00 AM

At 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  .


*** REMOTE POSITION***

Summary

Responsible 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
  • Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction;
  • Reviews client team’s RFPs;
  • Selects markets for solicitation;
  • Analyzes market proposals for verification of benefits, premiums, and competitiveness;
  • Reviews coverage contracts for accuracy of policy provisions;
  • Meets with clients for pre-renewal strategy, proposal delivery and explanation;
  • Conducts client open enrollment meetings and answers questions regarding benefit coverage;
  • Negotiates with markets for benefits premium concessions;
  • Ensures that client team handles client benefit inquiries and manages team to effectively service clients; resolves escalated service issues;
  • Manages new carrier and plan implementations for book of business;
  • Ensures team prepares claims experience and utilization reports and reviews for accuracy;
  • Reacts, processes, and follows up on new business;
  • Meets with clients as needed or directed by Producer;
  • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
  • Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
  • Performs other duties as assigned.
Qualifications
  • Bachelor's Degree or equivalent combination of education and experience
  • Eight (8) or more years of 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
Skills
  • Excellent verbal and written communication skills
  • Ability to work within a team and to foster teamwork
  • Excellent customer service skills, including telephone and listening skills
  • Superior leadership, problem solving and time management skills
  • Ability to prioritize work for multiple projects and deadlines
  • Proficient in Microsoft Office Suite.

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“Apply Now

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