Account Executive Lead- Construction Services

Alliant Insurance Services; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced client service and account management professional in Irvine, CA. The role focuses on brokering assigned accounts, managing a service team, and pursuing new business opportunities across renewal and cross-sell activities.

The candidate will oversee claims and loss control coordination, maintain strong carrier relationships, and mentor junior staff while ensuring accurate data and timely payments.

Qualifications

• Bachelor's Degree or higher with experience in risk management, underwriting or insurance.
• Strong communication and client management skills.
• Ability to lead a service team and coordinate cross-functional work.
• Solid understanding of insurance markets, carriers and underwriting contacts.
• Advanced knowledge of insurance solutions and client consulting.

Responsibilities

• Receives and develops new business leads from Producers or cross-sell opportunities.
• Leads renewal strategy for accounts and approaches for new business.
• Manages account responsibility and coordinates broker services including Claims and Loss Control.
• Leads delegation for account team duties for Client Renewal services.
• Handles market-facing responsibilities with carriers and underwriting contacts.
• Provides day-to-day account servicing guidance to the service team.
• Reviews account currency and client statements monthly and resolves payables.
• Attends industry events and stays current on market trends.
• Serves as technical expert and mentors other staff.

Skills

Superior verbal and written comms

Problem solving

Team leadership

Business acumen

Insurance knowledge

Organization & prioritization

MS Office Suite

Education

Bachelor's Degree

Equivalent education/experience

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Receives and develops new business leads from Producers or identifies and develops cross selling opportunities.
• Leads the effort for renewal strategy on an account or on approach for new business.
• Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control.
• Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals.
• Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory.
• Provides day to day account servicing or guidance to account service team on more complex matters.
• Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion.
• Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector.
• Serves as technical expert in the office and assist and trains less experienced service team and employees.
• Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients.
• Provides mentoring, coaching and assistance for other offices around the country as needed.
• Ensures service team stays on task for their deliverables.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned

QUALIFICATIONS

• Bachelor's Degree
• Equivalent combination of education and experience
• Twelve (12) or more years related work experience
• Encouraged to complete Career Path requirements as communicated by Supervisor
• Risk management, underwriting or other significant insurance related background, Preferred
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Superior verbal and written communication skills
• Superior problem solving and time management skills
• Ability to lead and direct an assigned service team and to foster collaboration with cross functional team members
• Knowledge of broad business acumen to understand the Client's business vis a vis insurance issues
• High degree of technical insurance knowledge and ability to provide guidance to clients
• Highly detailed and organized as well as superior prioritization skills
• Proficient in Microsoft Office Suite

#LI-RF1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits