Senior Strategic Account Executive – Financial Institutions

Alliant; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Alliant in Dallas is seeking an experienced insurance account professional to manage a mid‑market book of business and service team outcomes. You will coordinate client services with minimal producer input and act as the primary contact from lead to renewal.

The role emphasizes renewal analysis, carrier negotiations, and expanding coverage lines, with a focus on cross-selling additional services. Strong communication and organizational skills are essential.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Eight or more years of related work experience.
• Valid Insurance License.
• Must meet Continuing Education requirements 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 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.

Skills

Excellent verbal and written comms

Time management

Teamwork

Planning & prioritization

Microsoft Office Suite

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office Suite

Job description

Alliant in Dallas is seeking an experienced insurance account professional to manage a mid‑market book of business and service team outcomes. You will coordinate client services with minimal producer input and act as the primary contact from lead to renewal.

The role emphasizes renewal analysis, carrier negotiations, and expanding coverage lines, with a focus on cross-selling additional services. Strong communication and organizational skills are essential.