Account Manager Lead - Employee Benefits Small-Mid size

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

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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

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