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Account Executive Lead

2 months ago

New York, New York, United States Alliant Insurance Services Full time
Job Summary

We are seeking an experienced Account Executive Lead to join our team at Alliant Insurance Services. As a key member of our sales team, you will be responsible for managing client relationships, developing new business opportunities, and executing performance development plans for departmental staff.

Key Responsibilities
  • Manage overall client relationships to maintain high account retention rates
  • Solicit new accounts through direct selling and cold calling
  • Responsible for renewal process on existing business
  • Evaluate assigned client coverage portfolios to implement cross-selling opportunities and solicit additional lines of coverage
  • Service accounts and provide claims assistance as needed
  • Analyze exposure bases to identify program deficiencies and develop proper marketing strategies
  • Complete applications, obtain quotes, negotiate premiums, develop coverage comparisons, and prepare proposals and presentations
  • Bind coverage, prepare binders, and delegate certificates
  • Review coverage and determine appropriate levels of coverage
  • Meet with clients as needed or directed by producers
  • Review accounting histories, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections
  • Serve as technical experts, assisting department members to resolve complex issues
  • Provide mentoring and coaching to departmental staff in concert with Unit Managers
  • Create motivational action plans for personnel development in conjunction with defined performance goals created by Unit Managers
  • Supplement Unit Managers' oversight in compliance with Corporate procedural guidelines
  • Collect fees, reconcile, and resolve any outstanding balances within 90 days of invoicing dates
  • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information)
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