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Account Executive Lead - Employee Benefits

Company: Alliant
Location: New York
Posted on: June 12, 2021

Job Description:

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. As one of the 10 largest insurance brokerage firms in the U.S., Alliant operates through a national network of offices providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available on the company's web site at:


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 large 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;
  • Provides mentoring and coaching to departmental staff;
  • Creates new client sales opportunities;
  • Creates motivational action plans for personnel development in conjunction with defined performance goals;
  • 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.



Bachelor's degree or equivalent combination of education and experience

10+ 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

We 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.

For immediate consideration for this position, please click on the "Submit Resume" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. #LI-AS1

Keywords: Alliant, New York , Account Executive Lead - Employee Benefits, Other , New York, New York

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