Account Executive - Employee Benefits

Alliant Insurance Services, Inc.; Oklahoma; Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Alliant Insurance Services, Inc. seeks an experienced client services leader to manage mid-market accounts and direct a service team. You will oversee client relationships, guide service delivery, and coordinate cross-sell opportunities with Producers.

The role emphasizes renewal analysis, carrier negotiations, and strategic client advisory, leveraging a licensed background and ongoing CE compliance.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Eight (8) or more years of related work experience.
• Valid Insurance License; CE requirements must be maintained.

Responsabilités

• Manages client required services and maintains relationships with minimal input from Producers.
• Directs service team in mid-market book of business.
• Receives and develops new business leads from Producers or cross-sell opportunities.
• Acts as main client contact from lead to service delivery.
• Leads assigned book-of-business and coordinates team selling efforts.
• Prepares renewal analyses and presents to clients.

Connaissances

Excellent verbal and written comms

Problem solving

Time management

Teamwork

Planning & prioritization

Microsoft Office Suite

Formation

Bachelor's Degree

Description du poste

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

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