Account Executive - Employee Benefits

Alliant Insurance Services•Denver, CO

About The Position

Acts as an agent of broker-assigned accounts, including providing overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.

Requirements

Bachelor's Degree equivalent combination of education and experience
Six (6) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent organizational and effective time management skills
Advanced planning and prioritization skills
Strong attention to detail
Strong problem solving and leadership skills
Strong analytical skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
Proficient in Microsoft Office Suite

Responsibilities

Creates marketing submissions and works with various carriers to obtain quotes as required
Negotiates prices, commissions, and/or coverages with carriers
Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s)
Manage the renewal process for expiring policies
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts
Prepares presentations, proposals, summaries, or schedules of coverage for client
Participates in client meetings to review coverage on a regular basis
Researches request for information from Underwriters
Composes correspondence to insureds and/or Underwriters
Discusses and assists in setting renewal and/or new business marketing strategy with Producer
Binds insurance coverage and prepares binders
Prepares certificate templates
Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
Serves as technical expert, assisting with procedural guidance and resolving complex issues
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer
Participates in the claims process as necessary
Notifies Brokers and Producers of pertinent information related to client retention
Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
Other duties as assigned.