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Alliant Insurance Services · 1 day ago

Account Executive - Employee Benefits

Walnut Creek, CA

Full-time

Onsite

Senior Level, Lead/Staff

12+ years exp

Alliant Insurance Services is one of the largest insurance brokerage firms in the U.S., dedicated to creating employee benefits solutions. The Account Executive will act as a broker on assigned accounts, managing a book of business and leading a service team to provide comprehensive insurance services and new business opportunities.

ConsultingFinancial ServicesInsurance

Responsibilities

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

Leads the effort for renewal strategy on an account or on approach for new business

Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control

Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals

Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory

Provides day to day account servicing or guidance to account service team on more complex matters

Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion

Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector

Serves as technical expert in the office and assist and trains less experienced service team and employees

Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients

Provides mentoring, coaching and assistance for other offices around the country as needed

Ensures service team stays on task for their deliverables

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

Perform 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

Risk managementUnderwritingInsurance LicenseTechnical insurance knowledgeMicrosoft Office SuitePrioritization skillsVerbal communicationWritten communicationProblem solvingTime managementTeam leadershipCollaborationAttention to detailOrganizational skills