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Account Executive
3 months ago
Fresno, CA, USA Req #2306
Wednesday, July 17, 2024Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: >.
SUMMARY
Acts as an agent of broker assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Manages overall client relationship to maintain high account retention rate.
• Solicits new accounts to conduct direct selling and cold calling.
• Facilitates flow of information from agents and underwriters, whether to internal teams and/or clients.
• Responds promptly to all requests from internal team, (re)insurers or clients regarding account servicing issues.
• Interacts regularly with brokers, clients, and underwriters regarding certificates; responding to queries and concerns with a prompt resolution.
• Provides accurate coverages and liabilities explanations to agents and/or clients.
• Provides and/or assists with quotations and binders for new business, renewals and endorsements.
• Proactively initiates and coordinates renewal activity on assigned accounts.
• 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.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
SKILLS
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
#LI-RF1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at and let us know the nature of your request and contact information.
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