Senior Insurance Account Executive

Alliant Insurance Services; Portland (ME); On-site; USD 90,000 - 120,000; Full time

Job summary

Alliant Insurance Services is seeking an experienced client service leader to manage a middle-to-large book of business and oversee a dedicated service team in Portland, ME. You will nurture client relationships, coordinate with Producers, and pursue cross-sell opportunities across lines of coverage.

As a technical expert, you will analyze client needs, prepare renewal analyses, and drive excellent service delivery. A valid insurance license and 8+ years of experience are required.

Qualifications

• Bachelor's degree required or equivalent combination of education and experience.
• 8+ years related work experience.
• Valid Insurance License required; continuing education for license renewal.

Responsibilities

• Manages all client required services and maintains client relationship with minimal input from Producers.
• Manages mid market book of business through direction of employees on service team.
• Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities.
• Acts as direct point of contact for client from time of lead.
• Acts as the lead representative to an assigned book-of-business.
• Participates in team selling process including finalist interviews and RFP responses.
• Prepares and presents to client renewal analysis.
• Sells renewal business to existing clients and, where applicable, sells additional lines of coverage.
• Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals.
• Provides analysis and recommendations concerning client's existing coverages.
• Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations.
• Receives and responds to client inquiries including benefit and claim questions and issues.
• Reviews client coverage contracts and amendments for accuracy.
• Manages and negotiates third party vendor relationships and contracts on behalf of the client.
• Manages dedicated service team.
• Serves as technical expert, assisting department members to resolve complex issues.
• Creates new client sales opportunities.
• Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date.
• Complies with agency management system data standards and data integrity.

Skills

Excellent communication

Written communication

Problem solving

Teamwork

Planning & organization

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Alliant Insurance Services is seeking an experienced client service leader to manage a middle-to-large book of business and oversee a dedicated service team in Portland, ME. You will nurture client relationships, coordinate with Producers, and pursue cross-sell opportunities across lines of coverage.

As a technical expert, you will analyze client needs, prepare renewal analyses, and drive excellent service delivery. A valid insurance license and 8+ years of experience are required.