Alliant Insurance Services · 22 hours ago
Account Executive - Employee Benefits
Utah, United States
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expAlliant Insurance Services is a leading insurance brokerage firm dedicated to providing innovative employee benefits solutions. The Account Executive will manage client relationships, oversee a service team, and drive new business development while ensuring high-quality service delivery.
ConsultingFinancial ServicesInsurance
Responsibilities
Manages all client required services and maintains client relationship with minimal input from Producers
Manages mid market 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
Creates new client sales opportunities
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)
Other duties as assigned
Qualification
Required
Bachelor's Degree equivalent combination of education and experience
Eight (8) 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
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
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