Account Executive Lead

4 weeks ago


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

At Alliant Insurance Services, we're dedicated to delivering exceptional employee benefits solutions that empower growth and resilience. As a top-tier professional, you'll play a crucial role in solving clients' health and welfare insurance challenges, leveraging our unique approach to drive results.

Key Responsibilities:
  • Manage client relationships and services with minimal input from Producers
  • Direct a service team to manage a large book of business
  • Develop new business leads and identify cross-sell opportunities
  • Act as the primary point of contact for clients from lead to renewal
  • Participate in team selling and RFP responses
  • Prepare and present renewal analysis to clients
  • Sell renewal business and additional lines of coverage to existing clients
  • Promote agency services through Producer Service Proposals
  • Provide analysis and recommendations on client coverages
  • Select carriers for solicitation and negotiate benefits and premiums
  • Manage third-party vendor relationships and contracts
  • Lead a dedicated service team and serve as a technical expert
  • Provide mentoring and coaching to departmental staff
  • Create new client sales opportunities and motivational action plans
  • Collect fees, reconcile balances, and maintain data integrity
Requirements:
  • Bachelor's degree or equivalent combination of education and experience
  • 10+ years of related work experience
  • Valid insurance license and Continuing Education requirements
  • Proficient in Microsoft Office Suite
  • Excellent verbal and written communication skills
  • Good problem-solving and time management skills
  • Ability to work within a team and foster teamwork

We offer a comprehensive financial package and a dynamic work environment that encourages growth and development. If you're passionate about delivering exceptional results and building strong relationships, we encourage you to explore this opportunity further.



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