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.
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SUMMARY
Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Provides mentoring to staff to support immediate supervisor.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Identifies new leads and gathers the necessary information for submissions;
Develops, presents and sells new business proposals to appropriate prospects;
Gathers necessary information; develops, delivers and sells renewal proposals;
Performs periodic service calls on all accounts and provides or coordinates customer service as requested;
Sells additional coverage to existing customers;
Facilitates joint sales calls and the sharing of lead information among departmental members;
Attends and actively participates in regular sales meetings;
Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;
Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals;
Achieves educational and professional development goals established by agency management;
Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
One or more year of insurance industry experience; PEO experience preferred
Valid insurance license
Must continue to meet Continuing Education requirements
SKILLS
Excellent verbal and written communication skills
Excellent presentation and counseling skills
Ability to work within a team and to foster teamwork
Excellent leadership, problem solving and time management skills
Advanced influencing skills
Good planning, organizational and prioritization skills
Proficient in Microsoft Office products