Lead Account Executive

🔥 17 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 10%

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Alliant Insurance Services

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• 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 • Manages client-required services and maintains client relationships with minimal input from Producers • Manages a large book of business through direction of employees on a service team • Receives and develops new business leads from Producers and identifies and develops cross-sell opportunities • Acts as direct point of contact for clients from time of lead • Leads representation for an assigned book of business • Participates in team selling processes, including finalist interviews and RFP responses • Prepares and presents client renewal analysis • Sells renewal business to existing clients and, where applicable, sells additional lines of coverage • Promotes other agency services through Producer Service Proposals • Provides analysis and recommendations concerning clients' existing coverages • Selects carriers for solicitation and negotiates with carriers regarding benefit and premium considerations • 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 clients • Manages a dedicated service team • Serves as a technical expert and assists department members in resolving complex issues • Provides mentoring and coaching to departmental staff • Creates new client sales opportunities • Creates motivational action plans for personnel development with defined performance goals • Collects fees and reconciles and resolves outstanding balances within 60 days of invoicing • Maintains agency management system data standards and data integrity • Performs duties in accordance with company policies, procedures, and applicable federal, state, and local laws • Performs other duties as assigned

🎯 Requirements

• Bachelor's Degree or equivalent combination of education and experience • Ten (10) or more years related work experience • Must continue to meet Continuing Education requirements for license renewal • Valid Insurance License • Proficient in Microsoft Office Suite • 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