Account Executive - Employee Benefits

Alliant Insurance Services
Walnut Creek, CA
30+ days ago

Job Description

With a history dating back to 1925, Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. As one of the 10 largest insurance brokerage firms in the U.S., Alliant operates through a national network of offices providing property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available on the company's web site at: www.alliant.com.

SUMMARY

Responsible for collaborating with Employee Benefit Brokers/Consultants on the development and execution of client centered strategies. Manages book of business and directs the work of a multi-disciplined service team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Exhibits proven competence in all Client Manager duties and knowledge requirements;
  • Acts as the lead representative to an assigned book-of-business;
  • Establishes multi-year strategic plan development and presents to client;
  • Manages client financials, responsible for renewal negotiation;
  • Prepares and presents renewals or marketing to Executives, Boards or Public Sector Committees;
  • Strategically guides the client through the decision making process;
  • Maintains ownership of all client deliverables by the service team;
  • Maintains and drives client calendars for service team;
  • Leads the service team in implementation and execution of strategic plan, renewal or marketing;
  • Manages and mentors a team effectively, inspires collaboration, team performance and camaraderie;
  • Understands intricacies and differences between Alliant's business sectors, i.e. Hospital, Public Sector, etc.;
  • Participates in team selling process including finalist interviews and RFP responses;
  • Demonstrates thorough knowledge in Underwriting, Compliance, Cobra, TPAs, FSAs, HSAs, etc.;
  • Serves as a technical expert, assisting department members to resolve complex issues;
  • Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
  • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
  • Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience

8+ years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Expert level of Employee Benefit product and benefit administration knowledge

SKILLS

Excellent verbal and written communication skills

Excellent customer service skills

Strong presentation skills and ability to conduct open enrollment meetings

Good problem solving and time management skills

Ability to work within a team and to foster teamwork

Good planning, organizational and prioritization skills

Strong understanding of self-insurance and alternative funding arrangements

Proficient in Microsoft Office Suite

We 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 “Submit Resume” 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.

#LI-AS1

Source

https://www.indeed.com/jobs

Not sure if you qualify?

Uvaro is here to help you land great jobs like this one.

Upgrade your skills

Other Jobs

Rise People

Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.

 
Vancouver, BC
Uvaro

1+ years of successful sales development experienced experience in B2B software or B2C services is a plus. Ability to work occasional evenings or weekends.

 
Waterloo, ON / Remote
Freshworks Inc

About Freshworks: Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end-user. More than 50,000 companies -- from startups to public companies -- around the world use Freshworks software-as-a-service to enable a better customer experience (CRM) and employee experience (ITSM, HRSM). Headquartered in San Mateo, California, Freshworks has a dedicated team operating from 13 global locations to serve customers, including American Express, Sony, Vice Media, TaylorMade, Sotheby’s, Stitchfix, OfficeMax, Multichoice, Delivery Hero, ITV, and Klarna. Freshworks transforms the way world-class organizations collaborate with customers and co-workers. The suite includes Freshdesk (omnichannel customer support), Freshsales (sales automation), Freshmarketer (marketing automation), Freshservice (IT service desk), Freshteam (HR management system). Overview: We are looking to hire smart and passionate folks for our inside sales team. The inside sales team are responsible for engaging with prospects and driving sales in the SMB segment. They understand the needs and requirements and collaborate with internal teams to help ensure a smooth sales process. This role is based out of Chennai. Responsibilities (What you'll be expected to do): - Qualify and prospect inbound leads generated by the lead generation team. - Be responsible to convert trial prospects to paid customers through enthusiastic customer engagement. - Own individual targets and work towards generating new revenue. - Collaborate with other appropriate internal teams and represent the customers to solve their business requirements. - Work with various internal stakeholders and achieve team targets. Requirements (What we look for in candidates): Must-haves: - 1-3 years of work experience in any customer-facing sales role. - Clear, concise, and effective written and oral communication skills. - Empathy towards customers and understanding their needs. - Interest, curiosity, and openness to learning new technologies. - Good interpersonal skills and ability to collaborate with internal stakeholders as well as end customers. - Learning mindset and the right attitude that will help you thrive and adapt in a fast-paced, performance-driven environment. - Flexibility in working in different shifts/regions. This is absolutely mandatory because you will be expected to work in a specific shift for a minimum of two years. Good to have: - Prior work experience in SaaS product companies in domains relevant to Freshworks' suite of products. - The proven track record of consistency in overachieving targets.

15 hours ago
Tamil Nadu Chennai