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Account Executive – Employee Benefits
Alliant Insurance Services. Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and a mid-market book of business while leading a service team. Proficient in analyzing client needs, negotiating with carriers, and promoting agency services to drive business growth.
Highest-signal resume keywords
Client Relationship ManagementInsurance LicenseTeam LeadershipBusiness DevelopmentNegotiation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Book Of Business ManagementClient Coverage AnalysisRFP Response PreparationVendor Relationship ManagementData Integrity Management
Soft Skills
Verbal CommunicationWritten CommunicationProblem SolvingTime ManagementTeamwork
Tools & Technologies
Microsoft Office SuiteAgency Management System
Certifications & Qualifications
Valid Insurance LicenseContinuing Education Requirements
Industry Keywords
Mid Market InsuranceClient SolicitationCross-Sell OpportunitiesService Team ManagementCarrier Negotiation
About the role
Key responsibilities & impact- 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
- 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 other agency services through Producer Service Proposals
- Provides analysis and recommendations concerning clients' existing coverages
- Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations
- 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 clients
- Manages dedicated service team
- Serves as technical expert assisting department members with complex issues
- Creates new client sales opportunities
- Collects fees and reconciles and resolves outstanding balances within 60 days of invoicing
- Maintains complete and accurate agency management system information and data integrity
- Performs other duties as assigned
Requirements
What you’ll need- 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
- 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