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Account Executive - Commercial P&C Insurance

Account Executive - Commercial P&C Insurance

locationIrvine, CA, USA
PublishedPublished: 5/13/2026
Insurance Account Executive
Full time

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: >.


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

EXPERIENCE / EDUCATION


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