Account Executive - Employee Benefits

Alliant Insurance Services; Spokane (WA); Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Alliant Insurance Services seeks an experienced insurance professional to manage client accounts, service teams, and cross-sell opportunities in a mid-market portfolio. You will act as the primary client contact from lead to renewal, coordinating with Producers and the service team to ensure high service levels and retention.

The role requires a bachelor’s degree (or equivalent) and a valid insurance license, with 8+ years in related work and ongoing continuing education for license renewal.

Formación

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

Responsabilidades

• Acts as agent of Producer assigned accounts, servicing and soliciting activities.
• Manages mid market book of business through direction of service team.
• Receives and develops new business leads from Producers or cross-sell opportunities.
• Direct point of contact for clients from lead through renewal.
• Lead representative to assigned book-of-business and participate in team selling processes.
• Prepare and present renewal analyses to clients and sell renewal business.

Conocimientos

Communication

Problem solving

Teamwork

Planning

MS Office

Educación

Bachelor's Degree or equivalent

Herramientas

Microsoft Office Suite

Descripción del empleo

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