Account Executive Mergers Acquisitions

2 weeks ago


Milwaukee, United States Alliant Insurance Services Full time

JOB REQUIREMENTS: Account Executive - Mergers & Acquisitions Arkansas, USA * Illinois, USA * Indiana, USA * Iowa, USA * Kansas, USA * Michigan, USA * Minnesota, USA * Missouri, USA * North Dakota, USA * Oklahoma, USA * South Dakota, USA * Texas, USA * Wisconsin, USA Req #1829 Tuesday, April 9, 2024 Alliant 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. ESSENTIAL DUTIES AND RESPONSIBILITIES * Responsible for renewal business and soliciting additional lines of coverage; * Service accounts and provides claims assistance as needed; * Complete applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations; * Assist in Mergers & Acquisitions (M&A) insurance due diligence activities for existing clients, including collection of insurance information, summary of data and review of contractual documents as it relates to insurance; * Bind coverage, prepares binders and delegates certificates; * Review coverage, identifies deficiencies and determines appropriate level of coverage; * Meet with clients as needed or directed by producer; * Participate in the claims process as directed by management, including claim submission, follow-up and overall communication; * Review accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections; * Serve as technical expert, assisting department members to resolve complex issues; * Responsible for the collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; * Comply 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 Four (4) or more years\' work experience with mergers and acquisitions Valid insurance license Must continue to meet Continuing... For full info follow application link. 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. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/9D2D78A7FE974343


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