Account Executive (NW)

Alliant; Honolulu (HI); On-site; USD 70,000 - 90,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced account professional to manage broker-assigned accounts and provide coordinated service for existing policies in Honolulu. The role includes soliciting new business on existing accounts and supporting Producer-led growth initiatives.

You will prepare submissions, quote assemblies, renewals, and client communications, while maintaining strong relationships and ensuring policy accuracy and regulatory compliance in a dynamic environment.

Qualifications

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

Responsibilities

• Creates marketing submissions and works with carriers to obtain quotes.
• Negotiates prices, commissions, and coverages with carriers.
• Reviews policies for accuracy and coverage gaps.
• Manages renewal process for expiring policies.
• Responds to accounting inquiries and assists in collections.
• Prepares proposals, summaries, or schedules of coverage for clients.
• Participates in client meetings to review coverage.
• Researches information from Underwriters.
• Composes correspondence to insureds and Underwriters.
• Sets renewal and new business marketing strategy with Producer.
• Binds insurance coverage and prepares binders.
• Prepares certificate templates.
• Reviews contracts for insurance compliance as needed.
• Develops new business leads and cross-sell opportunities.
• Acts as technical expert and guides colleagues.
• Maintains client relationships and retention.
• Participates in the claims process as necessary.
• Notifies Brokers/Producers of pertinent client information.
• Collection of fees and resolution of balances within 90 days.
• Maintains data standards in agency management system.

Skills

Excellent verbal and written沟通 skills

Customer service skills

Organizational and time management

Planning and prioritization

Attention to detail

Problem solving

Leadership

Analytical skills

Teamwork

Relationship management

Knowledge of lines of insurance

Education

Bachelor's Degree or equivalent

Six+ years related experience

Continuing Education for license renewal

Valid Insurance License

Tools

Microsoft Office Suite

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.

SUMMARY

Acts as an agent of broker-assigned accounts, including providing overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Creates marketing submissions and works with various carriers to obtain quotes as required;
• Negotiates prices, commissions, and/or coverages with carriers;
• Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
• Manage the renewal process for expiring policies;
• Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
• Prepares presentations, proposals, summaries, or schedules of coverage for client;
• Participates in client meetings to review coverage on a regular basis;
• Researches request for information from Underwriters;
• Composes correspondence to insureds and/or Underwriters;
• Discusses and assists in setting renewal and/or new business marketing strategy with Producer
• Binds insurance coverage and prepares binders;
• Prepares certificate templates;
• Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
• Serves as technical expert, assisting with procedural guidance and resolving complex issues;
• Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
• Participates in the claims process as necessary;
• Notifies Brokers and Producers of pertinent information related to client retention;
• Collection of fees, reconciliation and resolution of any outstanding balances within 90 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

EDUCATION / EXPERIENCE

• Bachelor's Degreeequivalent combination of education and experience
• Six (6) or more yearsrelated work experience
• Must continue to meet Continuing Education requirements for license renewal
• Valid Insurance License

SKILLS

• Excellent verbal and written communication skills
• Excellent customer service skills, including telephone and listening skills
• Excellent organizational and effective time management skills
• Advanced planning and prioritization skills
• Strong attention to detail
• Strong problem solving and leadership skills
• Strong analytical skills
• Ability to work within a team and to foster teamwork
• Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other businesscontacts
• Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
• Proficient in Microsoft Office Suite

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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