Lead Account Manager - Growth & Client Strategy

Alliant Insurance Services; Portland (OR); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

Alliant Insurance Services, a leading U.S. broker, seeks a proactive professional to manage assigned accounts, solicit new business on existing clients, and support producer-led growth. The role includes mentoring staff and maintaining strong client relationships.

Key duties include identifying leads, presenting renewal & new business proposals, and coordinating exceptional service. Must uphold a professional image and contribute to team success.

Qualifikationen

• 1+ year of insurance industry experience.
• Valid insurance license.
• Must continue to meet Continuing Education requirements.

Aufgaben

• Identify leads and gather information for submissions.
• Develop, present and sell renewal proposals.
• Sell additional coverage to existing customers.
• Coordinate customer service and fulfill requested services.
• Participate in sales meetings and help achieve annual sales goals.
• Maintain professional image and support agency relationships.

Kenntnisse

Insurance industry experience

Verbal & written communication

Presentation & counseling

Teamwork & leadership

Microsoft Office proficiency

Ausbildung

Insurance license

Continuing Education requirements

Jobbeschreibung

Alliant Insurance Services, a leading U.S. broker, seeks a proactive professional to manage assigned accounts, solicit new business on existing clients, and support producer-led growth. The role includes mentoring staff and maintaining strong client relationships.

Key duties include identifying leads, presenting renewal & new business proposals, and coordinating exceptional service. Must uphold a professional image and contribute to team success.