Account Executive, Financial Institutions

Alliant Insurance Services; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Alliant Insurance Services in Dallas seeks an experienced client services professional to manage a mid-market book of business. You will serve as the primary contact for clients, coordinate a service team, and drive renewal conversations with confidence.

You will identify cross-sell opportunities, respond to inquiries, and collaborate with Producers to deliver tailored coverage. The role requires a strong insurance license, communication skills, and a commitment to service excellence.

Qualifications

• Bachelor's Degree or 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.

Responsibilities

• Manage client services and relationships with minimal producer input.
• Lead mid-market book of business through directing service team.
• Develop new business leads and cross-sell opportunities.
• Serve as direct client contact from lead to renewal.
• Lead representative for assigned book-of-business.
• Participate in team selling, RFP responses and renewals.
• Prepare and present client renewal analyses.
• Sells renewal business and additional lines of coverage.
• Promote additional agency services via Producer Proposals.
• Provide analysis and recommendations on client coverages.
• Select carriers and negotiate terms for benefits and premiums.
• Respond to client inquiries on benefits and claims.
• Review contracts and amendments for accuracy.
• Manage vendor relationships and contracts for clients.
• Ensure data integrity in agency management system.

Skills

Verbal communication

Written communication

Problem solving

Time management

Teamwork

Planning and organizing

Microsoft Office Suite

Education

Bachelor's Degree

Tools

Microsoft Office

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 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

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