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Employee Benefits Account Executive – Private Equity

Role overview

Qualifications

  • Bachelor's Degree or 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

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

Key facts

Hard skills

Other skills

  • Team Leadership
  • Microsoft Office
  • Communication
  • Problem Solving
  • Time Management
  • Teamwork
  • Planning
  • Organizational Skills

About the company

Alliant Insurance Services logo

Alliant Insurance Services

Insurance

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.

Company details

Company typeXLarge
IndustryInsurance
Company size5001 - 10000

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Job description

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 

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



#LI-AQ

#LI-REMOTE

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 Careers@Alliant.com

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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