Account Executive - Employee Benefits

$125,000 - $180,000/Yr

Alliant Insurance Services - San Diego, CA

Full-time - Mid Level

San Diego, CA

1-10 employees

Insurance Carriers and Related Activities

About the position

The Account Executive - Employee Benefits at Alliant Insurance Services is responsible for collaborating with Employee Benefit Brokers and Consultants to develop and execute client-centered strategies. This role involves managing a book of business, leading a multi-disciplined service team, and ensuring the delivery of high-quality employee benefits solutions. The position offers opportunities for individual and career growth within a dynamic and expanding company.

Responsibilities

• Collaborate with Employee Benefit Brokers/Consultants on client strategies.
• Manage a book of business and direct a service team.
• Establish multi-year strategic plans and present them to clients.
• Negotiate client financials and manage renewal processes.
• Prepare and present renewals or marketing materials to executives and committees.
• Guide clients through decision-making processes.
• Maintain ownership of client deliverables by the service team.
• Drive client calendars for the service team.
• Lead the service team in executing strategic plans and renewals.
• Mentor and inspire team collaboration and performance.
• Participate in team selling processes, including RFP responses.
• Serve as a technical expert in employee benefits and related areas.
• Select carriers for solicitation and negotiate benefit considerations.
• Collect fees and resolve outstanding balances within 60 days.
• Ensure compliance with agency management system data standards.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• Eight (8) or more years of related work experience.
• Valid insurance license and compliance with Continuing Education requirements.
• Expert level knowledge of Employee Benefit products and administration.

Nice-to-haves

• Strong presentation skills and ability to conduct open enrollment meetings.
• Good problem-solving and time management skills.
• Proficient in Microsoft Office Suite.

Benefits

• Competitive financial package
• Comprehensive employee programs