Account Manager Lead - Commercial P&C Insurance

Alliant Insurance Services; Sandy (UT); On-site; USD 55,000 - 90,000; Full time

Job summary

Alliant Insurance Services is looking for an energetic professional in Sandy, UT to manage customer service and sales for assigned accounts, and support producer-led growth efforts. You will gather lead information, develop proposals, and drive renewals while mentoring junior staff.

Experience in the insurance field and an active license are required. The role emphasizes teamwork, strong communication, and achieving annual sales goals within a dynamic brokerage environment.

Qualifications

• One or more year of insurance industry experience.
• Valid insurance license.
• Must continue to meet Continuing Education requirements.

Responsibilities

• Identifies new leads and gathers information for submissions.
• Develops, presents and sells renewal proposals.
• Performs periodic service calls on all accounts and provides customer service as requested.
• Sells additional coverage to existing customers.
• Attends and participates in regular sales meetings.

Skills

Verbal and written communication

Sales & negotiation

Teamwork

Leadership

Time management

Education

Insurance license

Tools

Microsoft Office

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

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

Essential Duties And Responsibilities

• Identifies new leads and gathers the necessary information for submissions;
• Develops, presents and sells new business proposals to appropriate prospects;
• Gathers necessary information; develops, delivers and sells renewal proposals;
• Performs periodic service calls on all accounts and provides or coordinates customer service as requested;
• Sells additional coverage to existing customers;
• Facilitates joint sales calls and the sharing of lead information among departmental members;
• Attends and actively participates in regular sales meetings;
• Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;
• Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals;
• Achieves educational and professional development goals established by agency management;
• Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;
• Other duties as assigned.

Qualifications

Education / Experience

• One or more year of insurance industry experience; PEO experience preferred
• Valid insurance license
• Must continue to meet Continuing Education requirements

Skills

• Excellent verbal and written communication skills
• Excellent presentation and counseling skills
• Ability to work within a team and to foster teamwork
• Excellent leadership, problem solving and time management skills
• Advanced influencing skills
• Good planning, organizational and prioritization skills
• Proficient in Microsoft Office products

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