Account Executive Lead #CP

Alliant Insurance Services Inc.; Arizona; In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Alliant Insurance Services Inc. is seeking an experienced account manager to service and solicit producer-assigned accounts, manage a large book of business, and lead a service team. You will develop new business leads, act as the primary client contact, and drive renewals and cross-sell opportunities.

You will coordinate with carriers, review coverage details, mentor staff, and ensure accurate contract administration while delivering exceptional client service and timely invoicing.

Competenze

• Bachelor's Degree or equivalent combination of education and experience.
• 10+ years of related work experience.
• Continuing Education requirements for license renewal.
• Valid Insurance License.

Mansioni

• Acts as agent of Producer assigned accounts including servicing and/or solicitation activities.
• Manages book of business and directs the work of a service team.
• Receives and develops new business leads from Producers or cross-sell opportunities.
• Direct point of contact for client from lead through service.
• Lead representative to an assigned book-of-business.
• Participate in team selling including finalist interviews and RFP responses.
• Prepare and present renewal analyses to clients.
• Sell renewal business and additional lines of coverage.
• Promote Agency services with Producer Service Proposals.
• Provide analysis and recommendations on client coverages.
• Negotiate with carriers for coverage and premium considerations.
• Respond to client inquiries on benefits and claims.
• Review client contracts and amendments for accuracy.
• Manage vendor relationships and contracts for clients.
• Supervise a dedicated service team.
• Serve as a technical expert to resolve complex issues.
• Mentor and coach departmental staff.
• Create new client sales opportunities.
• Develop action plans for personnel development with performance goals.
• Collection of fees and reconciliation within 60 days of invoicing.
• Maintain data integrity in agency management system.
• Adhere to company policies and applicable laws.
• Perform other duties as assigned.

Conoscenze

MS Office

Communication skills

Problem solving

Time management

Teamwork

Planning & organization

Formazione

Bachelor's degree

10+ years related experience

Continuing education requirements

Valid Insurance License

Strumenti

None

Descrizione del lavoro

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 large 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;
• Provides mentoring and coaching to departmental staff;
• Creates new client sales opportunities;
• Creates motivational action plans for personnel development in conjunction with defined performance goals;
• 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);
• Performs 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

EDUCATION / EXPERIENCE

• Bachelor's Degree equivalent combination of education and experience
• Ten (10) or more years related work experience
• Must continue to meet Continuing Education requirements for license renewal
• Valid Insurance License

SKILLS

• Proficient in Microsoft Office Suite
• 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