Account Manager Lead - Employee Benefits Small-Mid size

Alliant Insurance Services; Phoenix (AZ); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Alliant Insurance Services, Phoenix, is seeking a customer-focused professional to manage assigned client accounts and support producer-led new business efforts. You will identify leads, prepare proposals, renewals, and provide excellent service to maintain strong client relationships.

The role emphasizes teamwork, effective communication, and meeting annual sales goals while advancing your education and professional development within a dynamic, expanding firm.

Qualifications

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

Responsabilités

• Identifies new leads and gathers information for submissions.
• Develops, presents and sells new business proposals to prospects.
• Gathers 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.

Connaissances

Excellent verbal and written comms

Excellent presentation and counseling

Teamwork and collaboration

Leadership, problem solving, time mgmt

Advanced influencing skills

Planning, organization, prioritization

Microsoft Office proficiency

Formation

One year of insurance industry experience

Valid insurance license

Continuing Education requirements

Description du poste

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

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

#LI-MH1

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