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Account Executive - Employee Benefits
Account Executive - Employee BenefitsAlliant Insurance Services • San Francisco, CA, United States
Account Executive - Employee Benefits

Account Executive - Employee Benefits

Alliant Insurance Services • San Francisco, CA, United States
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Overview

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com.

Responsibilities

  • Acts as the broker on assigned accounts, including servicing and / or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors.
  • Receives and develops new business leads from Producers or identifies and develops cross selling opportunities.
  • Leads the effort for renewal strategy on an account or on approach for new business.
  • Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control.
  • Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals.
  • Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory.
  • Provides day to day account servicing or guidance to account service team on more complex matters.
  • Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion.
  • Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector.
  • Serves as technical expert in the office and assists and trains less experienced service team and employees.
  • Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients.
  • Provides mentoring, coaching and assistance for other offices around the country as needed.
  • Ensures service team stays on task for their deliverables.
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
  • Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
  • Performs other duties as assigned.

Qualifications

  • Bachelor's Degree or equivalent combination of education and experience
  • Twelve (12) or more years related work experience
  • Encouraged to complete Career Path requirements as communicated by Supervisor
  • Risk management, underwriting or other significant insurance related background
  • Valid Insurance License
  • Must continue to meet Continuing Education requirements for license renewal
  • Skills

  • Superior verbal and written communication skills
  • Superior problem solving and time management skills
  • Ability to lead and direct an assigned service team and to foster collaboration with cross functional team members
  • Knowledge of broad business acumen to understand the Client's business vis a vis insurance issues
  • High degree of technical insurance knowledge and ability to provide guidance to clients
  • Highly detailed and organized as well as superior prioritization skills
  • Proficient in Microsoft Office Suite
  • We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

    For immediate consideration for this position, please click on the “Apply Now" button.

    Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

    If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

    Alliant Insurance Services, Inc. offers information on benefits as part of its candidate experience; you may review benefits details as part of your application process.

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