Account Manager II – Small Group Benefits

Alliant Insurance Services

Account Manager II managing small group benefits, providing customer service and retaining clients. Responsible for business development and fostering relationships with producers.

Posted 7/30/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service and relationship management, with a strong focus on retention and negotiation within the small group insurance market. Proficient in managing client communications, renewals, and compliance standards while utilizing technology for efficient operations.

Highest-signal resume keywords

Customer Service ManagementInsurance LicenseCalifornia GA Quoting EnginesSmall Group Market KnowledgeMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementPolicy Review and AccuracyRenewal Strategy DevelopmentBenefits Premium NegotiationData Integrity Compliance

Soft Skills

Communication SkillsProblem-SolvingNegotiation Skills

Tools & Technologies

BenAdmin SystemsAgency Management System

Certifications & Qualifications

Valid Insurance License

Industry Keywords

Small Group MarketUnderwriting GuidelinesCompliance StandardsExecutive BenefitsGeneral Agency Relationships

Tech Stack

Tools & technologies

React

About the role

Key responsibilities & impact

Responsible for providing customer service and overall service of assigned customers and/or policies
Solicit new business on existing accounts
Support Producer-led new business efforts
Service 1 – 99 life in force groups
Provide full-service for select producers including the plan changes, questions from groups
Review renewals as they come in and provide renewal and template letter to clients
Foster and manage overall relationship with clients ensuring retention of executive benefits book of business
Manage General Agency relationships for assigned book-of-business
Select markets for solicitation, direct General Agencies in marketing
Negotiate with markets for benefits premium concessions
Review coverage contracts for accuracy of policy provisions
Independently meet with clients for pre-renewal strategy, proposal delivery, and explanation
Conduct client meetings, coordinate and conduct open enrollments, and answer questions regarding benefit coverage
Manage new carrier and plan implementations for book of business
Assist with implementation of BenAdmin systems, and complete renewals within those systems
Serve as an expert on Alliant employee communication solutions in client and prospect meetings
Prepare reports and review for accuracy
React, process, and follow up on new business
Meet with clients as they need, or as directed by Producer
Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date
Comply with agency management system data standards and data integrity

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Five (5) or more years of related work experience
Valid insurance license
Competent experience with California GA quoting engines
Thorough understanding of small group market, products, and underwriting guidelines
Thorough understanding of compliance and contribution modeling in relation to small groups
Proficient in Microsoft Office Suite