Account Executive/Producer at Alliant Insurance Services in New York, NY, USA

Job description

• Responsible for meeting individual sales goals and new business targets and providing comprehensive service and/or solicitation activities on accounts.

Responsibilities

• Identifies new leads and gathers the necessary information for submissions;
• Develops, presents and sells new business proposals to appropriate prospects;
• Gathers necessary information; develops, delivers and sells renewal proposals;
• Performs periodic service calls on all accounts and provides or coordinates customer service and claims assistance as requested;
• Solicits new accounts to conduct cross selling, direct selling and cold calling;
• Facilitates joint sales calls and the sharing of lead information among departmental members;
• Attends and actively participates in regular sales meetings;
• Completes applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations;
• Binds coverage, prepares binders and delegates certificates;
• Reviews coverage, identifies deficiencies 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;
• Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;
• Achieves annual sales goals and provides regular feedback to the sales manager on progress toward those goals;
• Achieves educational and professional development goals established by agency management;
• Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;
• Serves as technical expert, assisting department members to resolve complex issues;
• 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.
• Perform 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

Requirements

• Bachelor's Degree in Marketing, Insurance or Management or equivalent combination of education and experience
• Ten (10) or more years of related work experience
• One (1) or more years minimum insurance industry experience
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Excellent presentation and counseling skills
• Ability to work within a team and to foster teamwork
• Excellent leadership, problem solving and time management skills
• Advanced influencing skills
• Good planning, organizational and prioritization skills
• Proficient in Microsoft Office products

Skills

Required

• Advanced influencing skills
• Proficient in Microsoft Office products

Benefits

• 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.