Lead Account Executive

Alliant Insurance Services

. Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities .

Posted 9/18/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and a large book of business while leading a service team. Proficient in client analysis, negotiation, and developing new business opportunities within the insurance industry.

Highest-signal resume keywords

Client Relationship ManagementInsurance LicenseTeam LeadershipBusiness DevelopmentMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Renewal AnalysisCoverage Contract ReviewVendor Relationship ManagementCross-Selling OpportunitiesNegotiation Skills

Soft Skills

Excellent Communication SkillsProblem Solving SkillsTime Management SkillsOrganizational SkillsTeamwork

Tools & Technologies

Agency Management SystemMicrosoft Office Suite

Certifications & Qualifications

Valid Insurance LicenseContinuing Education Requirements

Industry Keywords

Book of BusinessService Team ManagementRFP ResponsesClient InquiriesInsurance Industry

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 client-required services and maintains client relationships with minimal input from Producers
Manages a large book of business through direction of employees on a service team
Receives and develops new business leads from Producers and identifies and develops cross-sell opportunities
Acts as direct point of contact for clients from time of lead
Leads representation for an assigned book of business
Participates in team selling processes, including finalist interviews and RFP responses
Prepares and presents 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 regarding 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 a dedicated service team
Serves as a technical expert and assists department members in resolving complex issues
Provides mentoring and coaching to departmental staff
Creates new client sales opportunities
Creates motivational action plans for personnel development with defined performance goals
Collects fees and reconciles and resolves outstanding balances within 60 days of invoicing
Maintains agency management system data standards and data integrity
Performs duties in accordance with company policies, procedures, and applicable federal, state, and local laws
Performs other duties as assigned

Requirements

What you’ll need

Bachelor's Degree or equivalent combination of education and experience
Ten (10) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
Proficient in Microsoft Office Suite
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