Account Executive – Small Group Benefits

🔥 2 minutes ago

🤠 Texas – Remote

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⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 12%

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Logo of Alliant Insurance Services

Alliant Insurance Services

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

• Collaborate with the business team on the development and execution of client-centered strategies, including servicing and solicitation activities • Manage all client-required services and maintain client relationships with minimal input from Producers • Manage a book of business • Receive and develop new business leads from Management or identify and develop cross-sell opportunities • Act as the direct point of contact for clients from the time of lead • Serve as the lead representative to an assigned book of business • Participate in team selling processes, including finalist interviews and RFP responses • Prepare and present client renewal analysis • Sell renewal business to existing clients and, where applicable, sell additional lines of coverage • Promote other agency services to clients by preparing Producer Service Proposals • Provide analysis and recommendations concerning clients' existing coverages • Select carriers for solicitation and negotiate with carriers regarding benefit and premium considerations • Respond to client inquiries involving benefits, compliance, claims, and other service issues • Manage a dedicated service team, if applicable • Serve as a technical expert and assist department members in resolving complex issues • Review client coverage contracts and amendments for accuracy • Manage and negotiate third-party vendor relationships and contracts on behalf of clients • Perform duties in accordance with company policies, procedures, and applicable federal, state, and local laws • Perform other duties as assigned

🎯 Requirements

• Bachelor's Degree equivalent combination of education and experience • Eight (8) or more years related work experience • Must continue to meet Continuing Education requirements for license renewal • Valid Insurance License • Knowledge of products and continuous learning of carrier products, especially knowledge of alternative funding arrangements • Knowledge of Employee Benefits products and benefit administration • Good time management skills • Verbal and written communication skills • Strong analytical skills • Excellent Customer Service Skills • Proficient in Microsoft Office Suite • Excellent verbal and written communication and presentation skills • High attention to detail • Critical thinking and good judgement to quickly determine and prioritize key issues • Strong organizational skills with the ability to manage multiple priorities and meet deadlines • Ability to work independently • Ability to meet broker and client expectations of service • Ability to work within a team to foster teamwork • Ability to quickly resolve problems • Ability to prioritize work for multiple projects and deadlines • Ability to mentor and teach lower level staff

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