Account Executive - Employee Benefits

Alliant Insurance Services•Charlotte, NC

19h•Remote

About The Position

REMOTE POSITION SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND 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 (enters and maintains complete and accurate information); Other duties as assigned.

Requirements

Bachelor's Degree 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
Excellent verbal and written communication skills
Good problem solving and time management skills
Ability to work within a team and to foster teamwork
Good planning, organizational and prioritization skills
Proficient in Microsoft Office Suite

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 (enters and maintains complete and accurate information)
Other duties as assigned