Account Manager Lead - Employee Benefits Small-Mid size

Alliant Insurance Services; Utah; On-site; USD 55,000 - 85,000; Full time

Job summary

Alliant Insurance Services in Utah seeks a proactive insurance professional to deliver high‑level customer service and drive new business on existing accounts. You will mentor staff and support the producer with ongoing sales efforts, while meeting annual goals.

The role emphasizes relationship building, effective communication, and teamwork within a fast-paced agency environment. A valid license and CE compliance are required.

Qualifications

• 1+ year of insurance industry experience; PEO experience preferred.
• Valid insurance license is required.
• Continuing Education requirements must be met.

Responsibilities

• Identify new leads and gather information for submissions.
• Develop, present and sell new business proposals to prospects.
• Gather information; develop, deliver and sell renewal proposals.
• Provide or coordinate customer service on accounts as needed.
• Sell additional coverage to existing customers; support sales goals.
• Participate in sales meetings and maintain client relationships.

Skills

Verbal & Written Communications

Presentation & Counseling

Team Collaboration

Leadership & Problem Solving

Influencing Skills

Planning & Prioritization

MS Office Proficiency

Education

Valid Insurance License

Continuing Education Compliance

Job description

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

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