[Remote] Mergers & Acquisitions Account Executive - Employee Benefits

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is one of the 5 largest insurance brokerage firms in the U.S., providing various financial products and services. The Mergers & Acquisitions Account Executive will manage client relationships, oversee a service team, and drive new business opportunities while ensuring client satisfaction and compliance with agency standards.ResponsibilitiesManages all client required services and maintains client relationship with minimal input from ProducersManages mid market book of business through direction of employees on service teamReceives and develops new business leads from Producers or identifies and develops cross-sell opportunitiesActs as direct point of contact for client from time of leadActs as the lead representative to an assigned book-of-businessParticipates in team selling process including finalist interviews and RFP responsesPrepares and presents to client renewal analysisSells renewal business to existing clients and where applicable, sells additional lines of coveragePromotes to clients other services offered by our agency by way of preparing Producer Service ProposalsProvides analysis and recommendations concerning client's existing coveragesSelects carriers for solicitation and negotiates with carriers for benefit and premium considerationsReceives and responds to client inquiries including benefit and claim questions and issuesReviews client coverage contracts and amendments for accuracyManages and negotiates third party vendor relationships and contracts on behalf of the clientManages dedicated service teamServes as technical expert, assisting department members to resolve complex issuesCreates new client sales opportunitiesCollection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing dateComplies with agency management system data standards and data integrity (enters and maintains complete and accurate information)Other duties as assignedSkillsBachelor's Degree equivalent combination of education and experienceEight (8) or more years related work experienceValid Insurance LicenseMust continue to meet Continuing Education requirements for license renewalExcellent verbal and written communication skillsGood problem solving and time management skillsAbility to work within a team and to foster teamworkGood planning, organizational and prioritization skillsProficient in Microsoft Office SuiteBenefitsComprehensive, high quality employee programsVery competitive financial packageCompany OverviewAlliant Insurance Services is a distributor of diversified insurance products and services. It was founded in 1925, and is headquartered in Newport Beach, California, USA, with a workforce of 10001+ employees. Its website is https://alliant.com.

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