Account Executive Lead - Mergers & Acquisitions

Ceridian HCM, Inc.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

A leading insurance brokerage and consulting firm seeks an Account Executive Lead in Mergers & Acquisitions. The role involves managing a substantial book of business, client relations, and leading a service team. Candidates should possess a Bachelor's degree and have over ten years of relevant experience in the industry. Excellent communication skills and problem-solving abilities are essential.

Qualifications

• Requires ten years of related work experience.
• Must possess a valid Insurance License.
• Needs to meet Continuing Education requirements for license renewal.

Responsibilities

• Manages client relationships and service team activities.
• Acts as direct point of contact for client accounts.
• Prepares renewal analyses and sells additional lines of coverage.

Skills

Communication

Problem Solving

Time Management

Teamwork

Organizational Skills

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Job description

Account Executive Lead - Mergers & Acquisitions

New York, NY, USA Req #3457

Friday, March 28, 2025

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.

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;
• 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);

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree orequivalent combination of education and experience

Ten (10) or more years ofrelated 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

#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.

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here .