Senior Account Manager Lead — Growth & Leadership

Alliant Insurance Services; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

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

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 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.

Skills

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

Education

One year of insurance industry experience

Valid insurance license

Continuing Education requirements

Job description

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.