Alliant Insurance Services
Account Executive- Financial Institutions
Alliant Insurance Services, San Francisco, California, United States, 94199
Account Executive- Financial Institutions
San Francisco, CA, USA
Req #2524Thursday, August 29, 2024Alliant 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.Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors.ESSENTIAL DUTIES AND RESPONSIBILITIESReceives and develops new business leads from Producers or identifies and develops cross selling opportunities;Leads the effort for renewal strategy on an account or on approach for new business;Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control;Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals;Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory;Provides day to day account servicing or guidance to account service team on more complex matters;Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion;Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector;Serves as technical expert in the office and assist and trains less experienced service team and employees;Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients;Provides mentoring, coaching and assistance for other offices around the country as needed;Ensures service team stays on task for their deliverables;Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;Performs other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's Degree equivalent combination of education and experienceTwelve (12) or more years related work experienceEncouraged to complete Career Path requirements as communicated by SupervisorRisk management, underwriting or other significant insurance related backgroundValid Insurance LicenseMust continue to meet Continuing Education requirements for license renewalSKILLSSuperior verbal and written communication skillsSuperior problem solving and time management skillsAbility to lead and direct an assigned service team and to foster collaboration with cross functional team membersKnowledge of broad business acumen to understand the Client's business vis a vis insurance issuesHigh degree of technical insurance knowledge and ability to provide guidance to clientsHighly detailed and organized as well as superior prioritization skillsProficient in Microsoft Office SuiteWe 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 “Apply Now" 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.
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San Francisco, CA, USA
Req #2524Thursday, August 29, 2024Alliant 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.Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors.ESSENTIAL DUTIES AND RESPONSIBILITIESReceives and develops new business leads from Producers or identifies and develops cross selling opportunities;Leads the effort for renewal strategy on an account or on approach for new business;Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control;Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals;Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory;Provides day to day account servicing or guidance to account service team on more complex matters;Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion;Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector;Serves as technical expert in the office and assist and trains less experienced service team and employees;Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients;Provides mentoring, coaching and assistance for other offices around the country as needed;Ensures service team stays on task for their deliverables;Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates;Performs other duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor's Degree equivalent combination of education and experienceTwelve (12) or more years related work experienceEncouraged to complete Career Path requirements as communicated by SupervisorRisk management, underwriting or other significant insurance related backgroundValid Insurance LicenseMust continue to meet Continuing Education requirements for license renewalSKILLSSuperior verbal and written communication skillsSuperior problem solving and time management skillsAbility to lead and direct an assigned service team and to foster collaboration with cross functional team membersKnowledge of broad business acumen to understand the Client's business vis a vis insurance issuesHigh degree of technical insurance knowledge and ability to provide guidance to clientsHighly detailed and organized as well as superior prioritization skillsProficient in Microsoft Office SuiteWe 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 “Apply Now" 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.
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