Account Executive Lead – P&C Commercial Lines

🕒 il y a 5 jours

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Alliant Insurance Services

Alliant Insurance Services

10 000+ employés

Fondée en 1925

🛡️ Assurance

🤝 B2B

💼 Conseil

💰 €690 000 000 Debt Financing - Alliant Insurance Services en 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services est un cabinet national de courtage en assurance et de gestion des risques qui fournit des assurances de biens et de responsabilité civile, des services de conseil en avantages sociaux, de réassurance, d'assistance aux sinistres, de préparation et de récupération en cas de catastrophe, d'assurance captive, et une gamme de solutions de gestion des risques spécifiques à certains secteurs (par exemple, agroalimentaire, aviation, construction, cybersécurité, énergie, santé, immobilier et hôtellerie, transport). L'entreprise met l'accent sur le conseil en avantages sociaux et les services en capital humain en plus du courtage traditionnel, se positionnant comme un conseiller à service complet pour les clients commerciaux. Alliant est l'un des plus grands courtiers aux États-Unis, enregistrant environ 5,7 milliards de dollars de revenus et plus de 55 milliards de dollars de primes, et est classé parmi les plus grands courtiers aux niveaux national et mondial.

Description

• 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.

🎯 Exigences

• 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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