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Alliant Insurance Services · 4 months ago

Account Executive Lead (Commercial Lines)

Chicago, IL

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Account Executive Lead will manage a large book of business, serve as the main point of contact for clients, and oversee a service team to ensure high-quality service delivery and client satisfaction.

ConsultingFinancial ServicesInsurance

Responsibilities

Manages all client required services and maintains client relationship with minimal input from Producers

Manages large book of business through direction of employees on service team

Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities

Acts as direct point of contact for client from time of lead

Acts as the lead representative to an assigned book-of-business

Participates in team selling process including finalist interviews and RFP responses

Prepares and presents to client renewal analysis

Sells renewal business to existing clients and where applicable, sells additional lines of coverage

Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals

Provides analysis and recommendations concerning client's existing coverages

Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations

Receives and responds to client inquiries including benefit and claim questions and issues

Reviews client coverage contracts and amendments for accuracy

Manages and negotiates third party vendor relationships and contracts on behalf of the client

Manages dedicated service team

Serves as technical expert, assisting department members to resolve complex issues

Provides mentoring and coaching to departmental staff

Creates new client sales opportunities

Creates motivational action plans for personnel development in conjunction with defined performance goals

Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates

Performs other duties as assigned

Qualification

Valid Insurance LicenseTen years experienceMicrosoft Office SuitePlanning skillsPrioritization skillsVerbal communicationWritten communicationProblem solvingTime managementTeamworkOrganizational skills