Account Executive - Employee Benefits

Alliant Insurance Services; Troy (MI); Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

Alliant Insurance Services in Michigan seeks an experienced Senior Client Services Manager to lead service delivery for producer-assigned accounts, guiding a service team and sustaining key client relationships.

The role emphasizes managing a mid-market book of business, pursuing cross-sell opportunities, renewals, and carrier negotiations, while maintaining high service standards and accurate data management.

Qualificações

• Bachelor's degree required or equivalent experience.
• 8+ years related work experience.
• Valid Insurance License and continuing education maintenance.
• Strong client service and relationship management skills.

Responsabilidades

• Acts as agent of Producer assigned accounts, servicing and/or soliciting activities.
• Manages book of business and directs service team work.
• Receives and develops new business leads and cross-sell opportunities.
• Leads client point of contact from lead to renewal.
• Prepares renewal analyses and presents to clients.
• Sells renewal business and expands lines of coverage when possible.
• Negotiates with carriers for coverage and pricing considerations.
• Manages vendor relationships and client contracts.

Conhecimentos

Communication skills

Problem solving

Team collaboration

Planning & organization

Microsoft Office Suite

Formação académica

Bachelor's degree

Descrição da oferta de emprego

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