Account Executive - Employee Benefits Private Equity

Alliant Insurance Services

New Hampshire

On-site

USD 90,000 - 130,000

Full time

7 days ago
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Job summary

Alliant Insurance Services seeks an experienced account leader to act as the primary liaison for producer-assigned accounts, servicing and soliciting opportunities. You will manage a mid-market book and direct a service team to serve clients effectively.

You will develop new business leads from Producers, present renewal analyses, and negotiate with carriers while recommending coverage enhancements. Strong communication and teamwork are essential.

Qualifications

  • Bachelor's degree or equivalent
  • 8+ years related experience
  • Insurance license required

Responsibilities

  • Serve as lead contact for assigned book of business.
  • Manage service team and mid-market book of business.
  • Develop new business leads from Producers.
  • Present renewal analyses to clients.
  • Negotiate with carriers for coverage and pricing.
  • Coordinate vendor contracts and fees.
  • Assist with client inquiries and contract reviews.

Skills

Communication skills
Problem solving
Teamwork
Planning & organization
MS Office

Education

Bachelor's Degree

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
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