Account Executive Lead* - Public Entity Insurance at Alliant Insurance Services in Newport Beach, California

Posted in Other 12 days ago.

Job Description:

Position at Alliant Insurance Services

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


Primary client servicing advocate for assigned accounts with additional responsibilities to develop new clients and support Unit Manager in executing performance development plans of departmental staff.


  • Manages overall client relationship to maintain high account retention rate;

  • Solicits new accounts to conduct direct selling and cold calling;

  • Responsible for renewal process on existing business;

  • Evaluates assigned client coverage portfolio to implement cross selling opportunities and solicitation of additional lines of coverage;

  • Services accounts and provides claims assistance as needed;

  • Analyzes exposure base to identify program deficiencies and develop proper marketing strategies;

  • Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations;

  • Binds coverage, prepares binders and delegates certificates;

  • Reviews coverage and determines appropriate level of coverage;

  • Meets with clients as needed or directed by producer;

  • Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections;

  • Serves as technical expert, assisting department members to resolve complex issues;

  • Provides mentoring and coaching to departmental staff in concert with Unit Manager;

  • Creates motivational action plans for personnel development in conjunction with defined performance goals created by Unit Manager;

  • Supplements Unit Managers oversight in compliance with Corporate procedural guidelines;

  • 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 and maintains complete and accurate information);

  • Other duties as assigned.



Bachelor's degree or equivalent combination of education and experience

10+ years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal


Excellent verbal and written communication skills

Good problem solving and time management skills

Ability to work within a team and to foster teamwork

Good planning, organizational and prioritization skills

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.