Alliant Insurance Services · 1 day ago

Account Executive - New Business

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

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Responsibilities

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

Responsible for renewal business and soliciting additional lines of coverage;

Services accounts and provides claims assistance as needed;

Completes applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations;

Binds coverage, prepares binders and delegates certificates;

Reviews coverage, identifies deficiencies and determines appropriate level of coverage;

Meets with clients as needed or directed by producer;

Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;

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

Collection of fees, reconciliation and resolution of any outstanding balances within 90 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

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Insurance LicenseEight Years ExperienceMicrosoft Office Suite