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.
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, 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 RESPONSIBILITIES Receives 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, resolves 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 assists 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);
Performs 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.
QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree or equivalent combination of education and experience
Twelve (12) or more years related work experience
Encouraged to complete Career Path requirements as communicated by Supervisor
Risk management, underwriting, or other significant insurance-related background
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
SKILLS Superior verbal and written communication skills
Superior problem-solving and time management skills
Ability to lead and direct an assigned service team and to foster collaboration with cross-functional team members
Knowledge of broad business acumen to understand the Client's business vis a vis insurance issues
High degree of technical insurance knowledge and ability to provide guidance to clients
Highly detailed and organized as well as superior prioritization skills
Proficient in Microsoft Office Suite
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