Account Executive - Employee Benefits

Alliant Insurance Services; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Alliant Insurance Services in Irvine, CA is seeking an experienced professional to manage producer-assigned accounts, servicing and expanding the book of business through the agency's service team. You will act as the primary client liaison from lead through service, driving renewal analysis and cross-sell opportunities.

The role requires a Bachelor’s degree, 8+ years of experience, and a valid insurance license with ongoing Continuing Education.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Eight or more years of related work experience.
• Valid Insurance License and ongoing Continuing Education requirements.
• Must meet license renewal CE requirements.

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 cross-sell opportunities.
• Acts as direct point of contact for client from time of lead.
• Lead representative to an assigned book-of-business.
• Participates in team selling, including finalist interviews and RFP responses.
• Prepares and presents renewal analyses to clients.
• Sells renewal business and additional lines of coverage where applicable.
• Promotes Producer Service Proposals to clients and provides coverage recommendations.
• Negotiates carriers for benefit and premium considerations.
• Reviews client contracts and amendments for accuracy.
• Manages and negotiates third party vendor relationships and contracts.
• Manages dedicated service team and resolves complex issues as a technical expert.
• Creates new client sales opportunities and ensures data integrity in the agency system.

Skills

Communication

Problem solving

Teamwork

Planning & organiz.

Microsoft Office

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.

SUMMARY

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team.

ESSENTIAL DUTIES AND 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.

QUALIFICATIONS

• 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

SKILLS

• 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

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits