Account Manager Lead - Employee Benefits Small-Mid size

Alliant Insurance Services, Inc.; Utah; On-site; USD 55,000 - 90,000; Full time

Job summary

Alliant Insurance Services, Inc. is seeking a client-focused professional to deliver service to assigned customers and policies, solicit new business on existing accounts, and support Producer-led growth initiatives.

The role emphasizes strong communication, teamwork, and the ability to present renewal proposals, upsell coverage, and participate in sales meetings while upholding a professional agency image.

Qualifications

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

Responsibilities

• 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 accounts and provides customer service.
• Sells additional coverage to existing customers.
• Facilitates joint sales calls and sharing of lead information.
• Attends and participates in regular sales meetings.
• Maintains relationships with company representatives.
• Achieves annual sales goals and reports progress to the Managing Director.
• Pursues educational and professional development goals.
• Maintains professional demeanor and promotes a positive image for the agency.
• Other duties as assigned.

Skills

Verbal and written communication

Presentation and counseling

Teamwork and collaboration

Leadership and time management

Influencing skills

Planning and prioritization

Microsoft Office proficiency

Education

Insurance industry experience

Valid insurance license

Continuing education requirements

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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