Account Executive (NW)
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: >.
Hybrid work schedule: In-office requirement.
SUMMARY
Acts as an agent of broker-assigned accounts, including providing overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Creates marketing submissions and works with various carriers to obtain quotes as required;
Negotiates prices, commissions, and/or coverages with carriers;
Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);
Manage the renewal process for expiring policies;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
Prepares presentations, proposals, summaries, or schedules of coverage for client;
Participates in client meetings to review coverage on a regular basis;
Researches request for information from Underwriters;
Composes correspondence to insureds and/or Underwriters;
Discusses and assists in setting renewal and/or new business marketing strategy with Producer
Binds insurance coverage and prepares binders;
Prepares certificate templates;
Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
Serves as technical expert, assisting with procedural guidance and resolving complex issues;
Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;
Participates in the claims process as necessary;
Notifies Brokers and Producers of pertinent information related to client retention;
Collection of fees, reconciliation and resolution of any outstanding balances within 90 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
EDUCATION / EXPERIENCE
Bachelor's Degree equivalent combination of education and experience
Six (6) or more years related work experience
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License
SKILLS
Excellent verbal and written communication skills
Excellent customer service skills, including telephone and listening skills
Excellent organizational and effective time management skills
Advanced planning and prioritization skills
Strong attention to detail
Strong problem solving and leadership skills
Strong analytical skills
Ability to work within a team and to foster teamwork
Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts
Thorough knowledge of all lines of insurance which are serviced by this role, especially those products represented through agency
Proficient in Microsoft Office Suite
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