Account Executive Lead – P&C Commercial Lines

🕒 Julho 30

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Alliant Insurance Services

Alliant Insurance Services

10.000+ funcionários

Fundada em 1925

🛡️ Seguros

🤝 B2B

💼 Consultoria

💰 $690.000.000 Debt Financing - Alliant Insurance Services em 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services é uma corretora de seguros e empresa de gestão de riscos nacional que oferece seguros de propriedade e acidentes, consultoria de benefícios para empregados, resseguros, assistência em sinistros, preparação e recuperação de desastres, seguro cativo e uma variedade de soluções de risco específicas para indústrias (por exemplo, agronegócio, aviação, construção civil, cibernético, energia, saúde, imóveis e hospitalidade, transporte). A empresa enfatiza a consultoria de benefícios e serviços de capital humano além da corretagem tradicional, posicionando-se como uma consultoria completa para clientes comerciais. A Alliant é uma das maiores corretoras dos EUA, registrando aproximadamente $5,7 bilhões em receita e mais de $55 bilhões em prêmios, estando entre as principais corretoras nacionais e globais.

Descrição

• Manages overall client relationship to maintain high account retention rate • Solicits new accounts to conduct direct selling and cold calling • Responsible for renewal process on existing business • Evaluates assigned client coverage portfolio to implement cross selling opportunities and solicitation of additional lines of coverage • Services accounts and provides claims assistance as needed • Analyzes exposure base to identify program deficiencies and develop proper marketing strategies • Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations • Binds coverage, prepares binders and delegates certificates • Reviews coverage and determines appropriate level of coverage • Meets with clients as needed or directed by producer • Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections • Serves as technical expert, assisting department members to resolve complex issues • Provides mentoring and coaching to departmental staff in concert with Unit Manager • Creates motivational action plans for personnel development in conjunction with defined performance goals created by Unit Manager • Supplements Unit Managers oversight in compliance with Corporate procedural guidelines • Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information) • Other duties as assigned.

🎯 Requisitos

• Bachelor’s degree or equivalent combination of education and experience • Ten (10) or more years related work experience • Valid insurance license • Must continue to meet Continuing Education requirements for license renewal • Excellent verbal 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

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