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.
QUALIFICATIONS
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
SKILLS
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
Skills Required
- Bachelor's degree or 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
- Problem-solving and time-management skills
- Ability to work within and foster teamwork
- Planning, organizational, and prioritization skills
- Proficiency in Microsoft Office Suite
What We Do
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
