californiamarketing | Account Executive in San Francisco, CA

Account Executive

  • Alliant Insurance Services
  • 224 Seneca Ave
  • San Francisco, CA 94112
  • Full-Time
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With a history dating back to 1925, Alliant Insurance Services is one of the nations leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.

Position can be located in San Francisco, CA or Walnut Creek, CA.

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
  • Provides analysis and recommendations concerning client's existing coverages;Must be familiar with underwriting and actuarial analysis.
  • 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;
  • 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;
  • Create new client sales opportunities;
  • Engages in optimal and appropriate usage of applicable agency management systems;
  • Other duties as assigned.
  • QUALIFICATIONS

    EDUCATION / EXPERIENCE

    Bachelors degree or equivalent combination of education and experience
    8 - 10 years related work experience
    Valid insurance license
    Must continue to meet Continuing Education requirements for license renewal

    SKILLS

    Excellent oral 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
    Proficient in Agency Management SystemWe 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.


    * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.