Lead Account Manager – Small Group Benefits

Alliant Insurance Services

Account Manager Lead responsible for managing small group benefits and client relationships. Leading efforts in service delivery, team support, and business growth in Spokane, WA.

Posted 7/30/2026full-timeSpokane • Washington • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service, client relationship management, and team leadership to ensure operational efficiency and high client satisfaction. Proficient in training and mentoring staff while managing new business initiatives and vendor relationships.

Highest-signal resume keywords

Customer Service ManagementClient Relationship ManagementTeam LeadershipTraining and MentoringVendor Account Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ReviewContract AccuracyBenefit Coverage NegotiationData Integrity ComplianceNew Business Processing

Soft Skills

Problem SolvingCommunicationDelegationEscalation Management

Tools & Technologies

Agency Management System

Certifications & Qualifications

Bachelor's DegreeContinuing Education Requirements

Industry Keywords

Client RetentionExecutive BenefitsMarket SolicitationRenewal StrategyOperational Efficiency

About the role

Key responsibilities & impact

Responsible for providing customer service and overall service of assigned customers and/or policies
Soliciting of new business on existing accounts
Support of Producer-led new business efforts
Leads the team to ensure that business goals are met and operations run smoothly
Assists the department leaders with any required support of the team, such as training
Provide full-service for select producers including plan changes, questions from groups, marketing for some agents according to rate increase level
Review renewals as they come in and provide renewal and template letter to agent/AM, and market the group or present to the group depending on rate increase
Fosters and manages overall relationship with clients ensuring retention of executive benefits book of business and high satisfaction
Supports the team by handling escalated matters, answering questions, delegating tasks, and overseeing tasks/projects
Helps with developing training materials for the Account Managers
Trains and mentors Account Managers to achieve department objectives
Reviews client team’s illustrations
Selects markets for solicitation
Reviews coverage contracts for accuracy of policy provisions
Meets with clients for pre-renewal strategy, proposal delivery and explanation
Conducts client 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 reports and reviews for accuracy
Processes and follows up on new business
Meets with clients as needed or directed by Producer
Acts as a liaison between local office and corporate departments such as Accounting, IT and Facilities to ensure effective and efficient operations of the office
Manages office vendor relationships including vendor account management, procurement, invoice reconciliation and processing, scheduling maintenance requests and serving as main point of contact for vendors while on-site
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

Requirements

What you’ll need

Bachelor's Degree or equivalent combination of education and experience
Seven (7) or more years of related work experience
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor