Account Executive - Employee Benefits Private Equity

Alliant Insurance Services, Inc.; New Hampshire; On-site; USD 90,000 - 130,000; Full time

Job summary

Alliant Insurance Services, Inc. seeks an experienced account manager for producer-assigned accounts in New Hampshire. You will service and grow a mid-market book, lead a dedicated service team, and act as the primary client contact from lead to renewal.

You will identify cross-sell opportunities, present renewal analyses, and negotiate with carriers while coordinating with Producers to expand coverage and collect fees within 60 days of invoicing.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Eight (8) or more years related work experience.
• Valid Insurance License.
• Continued CE requirements for license renewal.

Responsibilities

• Serves as agent for producer-assigned accounts and maintains client relationships.
• Manages mid-market book of business through direction of service team.
• Receives and develops new business leads from Producers or cross-sell opportunities.
• Acts as direct point of contact for client from lead stage.
• Leads assigned book-of-business and directs the service team.
• Participates in team selling, including finalist interviews and RFP responses.
• Prepares and presents renewal analyses for clients.
• Sells renewal business and additional lines of coverage when applicable.
• Promotes other agency services through Producer Service Proposals.
• Provides analysis and recommendations on clients' current coverages.
• Selects carriers for solicitation and negotiates with carriers for benefits and premiums.
• Receives and responds to client inquiries including benefits and claims questions.

Skills

Verbal and written communication

Problem solving

Time management

Teamwork

Organizational skills

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