Account Executive - Employee Benefits

Alliant Insurance Services, Inc.; Ohio; On-site; USD 85,000 - 110,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a seasoned professional to manage a mid-market book of business and serve as the primary client contact from lead through renewal. You will lead service teams, develop new opportunities, and collaborate with Producers to deliver optimal coverage solutions.

The role emphasizes relationship management, carrier negotiation, and cross-selling across lines of coverage, requiring a valid insurance license and CE compliance.

Qualifications

• Bachelor's degree or equivalent in education/experience.
• Eight+ years of related work experience.
• Valid Insurance License.
• Continuing Education requirements must be met for license renewal.

Responsibilities

• Manages client required services and maintains client relationships with minimal input from Producers.
• Leads mid-market book of business via the service team guidance.
• Receives and develops new business leads and cross-sell opportunities.
• Acts as direct client contact from initial lead through engagement.
• Contributes to client renewal analysis and renewal proposals.
• Selects carriers for solicitation and negotiates terms as needed.
• Manages third party vendor relationships and contracts.

Skills

Excellent communication

Team collaboration

Problem solving

Planning & organization

Microsoft Office proficiency

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office Suite

Job description

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 Degreeequivalent combination of education and experience
• Eight (8) or more yearsrelated 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