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Insurance Account Executive Lead
2 months ago
We are seeking an experienced Insurance Account Executive Lead to join our team at Alliant Insurance Services. As a key member of our organization, you will be responsible for managing client relationships, developing new business opportunities, and supporting the performance development of 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)
- 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
