Account Executive - Employee Benefits

$125,000 - $180,000/Yr

Alliant Insurance Services - Irvine, CA

Full-time - Senior

Irvine, CA

1-10 employees

Insurance Carriers and Related Activities

About the position

The Account Executive for 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, directing 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 finalist interviews and RFP responses.
• Serve as a technical expert in underwriting and compliance matters.
• Select carriers for solicitation and negotiate benefits and premiums.
• 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.
• Excellent verbal and written communication skills.
• Strong customer service and presentation skills.
• Good problem-solving and time management skills.
• Ability to foster teamwork and collaboration.
• Strong planning, organizational, and prioritization skills.
• Understanding of self-insurance and alternative funding arrangements.
• Proficient in Microsoft Office Suite.

Benefits

• Health insurance
• Competitive financial package