Account Executive - Employee Benefits

Alliant Insurance Services; New Mexico; On-site; USD 150,000 - 170,000; Full time

Job summary

A leading insurance brokerage firm seeks an Account Executive to manage broker-assigned accounts, provide exceptional service, and drive new business. The role involves creating marketing submissions, negotiating terms, and maintaining strong client relationships. The ideal candidate will have a Bachelor's degree, extensive experience, and a valid insurance license, along with excellent communication and analytical skills.

Benefits

Competitive Benefits

Comprehensive Employee Program

Qualifications

• 6+ years related experience required.
• Valid Insurance License needed.

Responsibilities

• Create marketing submissions and coordinate with carriers for quotes.
• Negotiate prices, commissions, and coverages.
• Manage policy renewals and develop new business leads.

Skills

Communication

Customer Service

Organizational

Planning

Attention to Detail

Problem Solving

Leadership

Analytical Abilities

Teamwork

Client Relationship Management

Insurance Product Knowledge

Microsoft Office

Education

Bachelor's Degree

Job description

Join to apply for the Account Executive - Employee Benefits role at Alliant Insurance Services.

4 days ago Be among the first 25 applicants.

Pay Range

This range is provided by Alliant Insurance Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: $150,000.00/yr - $170,000.00/yr

About Alliant Insurance Services

At Alliant Insurance Services, we focus on creating employee benefits solutions that emphasize health and growth. As a top-tier professional team, we deliver comprehensive service and innovative approaches to help clients stay resilient and turn change into opportunity. We are among the 10 largest insurance brokerage firms in the U.S., offering property and casualty, workers' compensation, employee benefits, surety, and financial products nationwide. More info at www.alliant.com.

Position Summary

Acts as an agent of broker-assigned accounts, providing service, soliciting new business, and supporting new business efforts led by Producers.

Key Responsibilities

1. Create marketing submissions and coordinate with carriers for quotes.
2. Negotiate prices, commissions, and coverages.
3. Review policies for accuracy and recommend broader coverage if needed.
4. Manage policy renewals.
5. Review client accounting, respond to inquiries, and assist with collections.
6. Prepare proposals, summaries, and coverage schedules.
7. Participate in client meetings to review coverage.
8. Research information from Underwriters.
9. Correspond with insureds and Underwriters.
10. Assist in setting renewal and marketing strategies.
11. Bind insurance coverage and prepare binders.
12. Prepare certificates and review contract compliance.
13. Develop new business leads and cross-sell opportunities.
14. Provide technical guidance and resolve complex issues.
15. Maintain strong client relationships ensuring retention and satisfaction.
16. Participate in claims process as needed.
17. Notify Brokers and Producers of pertinent client information.
18. Handle fee collection, reconciliation, and resolve overdue balances.
19. Maintain data standards in the agency system.
20. Perform other duties as assigned.

Qualifications

Education & Experience: Bachelor's Degree or equivalent; 6+ years related experience; ongoing CE requirements; valid Insurance License.

Skills: Excellent communication, customer service, organizational, planning, attention to detail, problem-solving, leadership, analytical abilities, teamwork, client relationship management, insurance product knowledge, proficiency in Microsoft Office.

Additional Information

We offer competitive benefits and a comprehensive employee program. To apply immediately, click “Apply Now”.

Alliant is an equal opportunity employer. For accommodations, contact our Career Center at 1-877-901-9473.