Account Executive, Financial Institutions

Alliant Insurance Services • Dallas, TX

6d

About The Position

Acts as an agent of Producer-assigned accounts, including servicing and solicitation activities. Manages a book of business and directs the work of a service team. The role manages client services and relationships, leads account service and renewal activities, develops business opportunities, provides coverage analysis and recommendations, and serves as a technical resource for the department.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• Eight or more years of related work experience.
• Valid insurance license.
• 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 foster teamwork.
• Good planning, organizational, and prioritization skills.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Manage client-required services and maintain client relationships with minimal input from Producers.
• Manage a mid-market book of business by directing employees on the service team.
• Receive and develop new business leads from Producers or identify and develop cross-sell opportunities.
• Serve as the direct client contact from the time a lead is received and as the lead representative for an assigned book of business.
• Participate in team selling, including finalist interviews and RFP responses.
• Prepare and present renewal analyses to clients.
• Sell renewal business to existing clients and, where applicable, sell additional lines of coverage.
• Promote other agency services to clients by preparing Producer Service Proposals.
• Analyze clients’ existing coverage and provide recommendations.
• Select carriers for solicitation and negotiate with carriers regarding benefits and premiums.
• Receive and respond to client inquiries, including benefit and claim questions and issues.
• Review client coverage contracts and amendments for accuracy.
• Manage and negotiate third-party vendor relationships and contracts on behalf of clients.
• Manage a dedicated service team.
• Serve as a technical expert and assist department members with complex issues.
• Create new client sales opportunities.
• Collect fees and reconcile and resolve outstanding balances within 60 days of the invoicing date.
• Comply with agency management system data standards and maintain complete and accurate information.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time