With a history dating back to 1925, Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. Operating through a national network of offices, Alliant provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to more than 26,000 clients nationwide. Alliant Insurance Services ranks among the 15 largest insurance brokerage firms in the United States.
SUMMARY
Acts in a broker servicing capacity on self-produced and Producer-assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs work of service team. Expert in broad scope of property and casualty coverage lines, with industry sector specialization where applicable.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manages all client required services and maintains client relationship with little or no input from Producers;
- Manages large market 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 coverage’s;
- Selects carriers for solicitation and negotiates with carriers for coverage and premium considerations and any other available services;
- Receives and responds to client inquiries including coverage, risk management and claims questions and issues;
- Reviews client coverage contracts and amendments for accuracy;
- Creates new client sales opportunities;
- Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
- Complies with agency management system data standards and data integrity (enters complete and accurate information);
- Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
- Bachelor’s degree or equivalent combination of education and experience
- 10+ years related work experience
- Valid insurance license required
- Must continue to meet Continuing Education requirements for license renewal
- Requires in-depth knowledge of underwriting principles and market conditions
SKILLS
- Excellent verbal and written communication skills
- Good leadership, problem solving, and time management skills
- Advanced analytical skills
- Excellent planning, organizational, and prioritization skills
- Proficient in Microsoft Office products