Account Manager Lead - Employee Benefits Small-Mid size

Posted Yesterday
Be an Early Applicant
6 Locations
Remote
120K-140K Annually
Junior
Insurance
The Role
Provides customer service and account management for employee benefits clients, develops and sells new and renewal proposals, identifies leads, expands existing accounts, supports Producer-led sales efforts, and mentors staff. Maintains client and insurer relationships, meets sales goals, participates in sales meetings, and pursues professional development.
Summary Generated by Built In

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 5 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.

 

 

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

 

 

 

#LI-MH1

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
  • Valid insurance license
  • Meet continuing education requirements
  • Excellent verbal and written communication skills
  • Excellent presentation and counseling skills
  • Ability to work within a team and foster teamwork
  • Leadership, problem-solving, and time-management skills
  • Advanced influencing skills
  • Planning, organizational, and prioritization skills
  • Proficiency in Microsoft Office products
  • PEO experience
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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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