Insurance Account Executive Lead

2 days ago

Sacramento, California, United States Alliant Insurance Services Full time
Account Executive Lead Job Description

At Alliant Insurance Services, we strive to create innovative employee benefits solutions that foster growth and well-being.

As a top-tier professional dedicated to resolving clients' health and welfare insurance challenges, Alliant team members deliver exceptional service and expertise, enabling clients to navigate change and capitalize on opportunities.

This role presents a chance to join a dynamic, expanding company with opportunities for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides a comprehensive range of property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

Key Responsibilities:
  • Manage client relationships with minimal input from Producers.
  • Direct a service team to manage a large book of business.
  • Develop new business leads from Producers or identify cross-sell opportunities.
  • Act as the primary point of contact for clients from lead generation to renewal.
  • Participate in team selling processes, including finalist interviews and RFP responses.
  • Prepare and present renewal analysis to clients.
  • Sell renewal business to existing clients and additional lines of coverage.
  • Promote other services offered by our agency through Producer Service Proposals.
  • Provide analysis and recommendations on clients' existing coverages.
  • Select carriers for solicitation and negotiate benefits and premiums.
  • Respond to client inquiries, including benefit and claim questions and issues.
  • Review client coverage contracts and amendments for accuracy.
  • Manage third-party vendor relationships and contracts on behalf of clients.
  • Manage a dedicated service team.
  • Serve as a technical expert, assisting department members with complex issues.
  • Provide mentoring and coaching to departmental staff.
  • Create new client sales opportunities.
  • Develop motivational action plans for personnel development in conjunction with defined performance goals.
  • Collect fees, reconcile, and resolve outstanding balances within 60 days of invoicing.
  • Comply with agency management system data standards and data integrity.
Qualifications:
  • Bachelor's degree or equivalent combination of education and experience.
  • 10+ years of related work experience.
  • Valid insurance license.
  • Continuing Education requirements for license renewal.

We offer a comprehensive, high-quality employee benefits package to meet employees' needs now and in the future.

We encourage you to explore our offerings and consider this opportunity to grow with our dynamic company.

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