Account Manager Lead - Commercial P&C Insurance

Alliant Insurance Services•Sandy, UT

About The Position

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.

Requirements

One or more year of insurance industry experience
Valid insurance license
Must continue to meet Continuing Education requirements
Excellent verbal and written communication skills
Excellent presentation and counseling skills
Ability to work within a team and to foster teamwork
Excellent leadership, problem solving and time management skills
Advanced influencing skills
Good planning, organizational and prioritization skills
Proficient in Microsoft Office products

Nice To Haves

PEO experience preferred

Responsibilities

Identifies new leads and gathers the necessary information for submissions
Develops, presents and sells new business proposals to appropriate prospects
Gathers necessary information; develops, delivers and sells renewal proposals
Performs periodic service calls on all accounts and provides or coordinates customer service as requested
Sells additional coverage to existing customers
Facilitates joint sales calls and the sharing of lead information among departmental members
Attends and actively participates in regular sales meetings
Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives
Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals
Achieves educational and professional development goals established by agency management
Maintains a professional demeanor and actively supports and promotes a positive public image for the agency
Other duties as assigned