Strategic Account Executive - Financial Institutions

Alliant Insurance Services; Dallas (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Alliant Insurance Services in Dallas seeks an experienced client services professional to manage a mid-market book of business. You will serve as the primary contact for clients, coordinate a service team, and drive renewal conversations with confidence.

You will identify cross-sell opportunities, respond to inquiries, and collaborate with Producers to deliver tailored coverage. The role requires a strong insurance license, communication skills, and a commitment to service excellence.

Qualifications

• Bachelor's Degree or equivalent combination of education and experience.
• Eight (8) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Manage client services and relationships with minimal producer input.
• Lead mid-market book of business through directing service team.
• Develop new business leads and cross-sell opportunities.
• Serve as direct client contact from lead to renewal.
• Lead representative for assigned book-of-business.
• Participate in team selling, RFP responses and renewals.
• Prepare and present client renewal analyses.
• Sells renewal business and additional lines of coverage.
• Promote additional agency services via Producer Proposals.
• Provide analysis and recommendations on client coverages.
• Select carriers and negotiate terms for benefits and premiums.
• Respond to client inquiries on benefits and claims.
• Review contracts and amendments for accuracy.
• Manage vendor relationships and contracts for clients.
• Ensure data integrity in agency management system.

Skills

Verbal communication

Written communication

Problem solving

Time management

Teamwork

Planning and organizing

Microsoft Office Suite

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Alliant Insurance Services in Dallas seeks an experienced client services professional to manage a mid-market book of business. You will serve as the primary contact for clients, coordinate a service team, and drive renewal conversations with confidence.

You will identify cross-sell opportunities, respond to inquiries, and collaborate with Producers to deliver tailored coverage. The role requires a strong insurance license, communication skills, and a commitment to service excellence.