Account Manager Lead - Commercial P&C Insurance

Reposted 5 Days Ago
Be an Early Applicant
Sandy, UT, USA
In-Office
Junior
Insurance
The Role
Manages commercial property and casualty insurance accounts, including customer service, new business development, proposals, renewals, cross-selling, sales calls, and company relationship management. The role also mentors staff, supports producer-led sales efforts, meets sales goals, and maintains insurance licensing and continuing education requirements.
Summary Generated by Built In

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

 

SUMMARY

 

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.

 

 

ESSENTIAL DUTIES AND 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.

 

 

QUALIFICATIONS

EDUCATION / EXPERIENCE

 

One or more year of insurance industry experience; PEO experience preferred

Valid insurance license

Must continue to meet Continuing Education requirements

 

 

SKILLS

 

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

 

 

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" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

Skills Required

  • At least one year of insurance industry experience
  • PEO experience
  • Valid insurance license
  • Maintain continuing education requirements
  • Proficiency in Microsoft Office products
  • Excellent verbal and written communication skills
  • Presentation and counseling skills
  • Leadership, problem-solving, and time-management skills
  • Planning, organizational, prioritization, and influencing skills
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The Company
HQ: Irvine, CA
4,047 Employees
Year Founded: 1925

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.

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