Account Executive Lead – P&C Commercial Lines

🔥 25 minutes ago

🚗 Michigan – Remote

🚗 Michigan – Remote

⏰ Full Time

🟠 Senior

🧑‍💼 Account Executive

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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

• 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.

🎯 Requirements

• 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