Account Executive (NW)

ALLIANT INSURANCE SERVICES INC • Vancouver, WA • 1d ago

Account Executive (NW) Vancouver, WA, USA Req #3615 Thursday, April 24, 2025 Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com. SUMMARY Acts as an agent of broker-assigned accounts, including providing overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES

Creates marketing submissions and works with various carriers to obtain quotes as required;

Negotiates prices, commissions, and/or coverages with carriers;

Reviews policies for accuracy, identifies deficiencies and may make recommendations for broader coverage(s)/limit(s);

Manage the renewal process for expiring policies;

Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;

Prepares presentations, proposals, summaries, or schedules of coverage for client;

Participates in client meetings to review coverage on a regular basis;

Researches request for information from Underwriters;

Composes correspondence to insureds and/or Underwriters;

Discusses and assists in setting renewal and/or new business marketing strategy with Producer

Binds insurance coverage and prepares binders;

Prepares certificate templates;

Analyzes certificate requests, including review of contracts for insurance compliance when required, to ensure certificates are issued correctly and coverage gaps are addressed;

Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;

Serves as technical expert, assisting with procedural guidance and resolving complex issues;

Fosters and manages overall relationship with clients ensuring retention of large market book of business and high satisfaction in coordination with Producer;

Participates in the claims process as necessary;

Notifies Brokers and Producers of pertinent information related to client retention;

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.

QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree equivalent combination of education and experience Six (6) or more years related work experience Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by Supervisor Valid Insurance License SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Excellent organizational and effective time management skills Advanced planning and prioritization skills Strong attention to detail Strong problem solving and leadership skills Strong analytical skills Ability to work within a team and to foster teamwork Ability to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts Thorough knowledge of all

Similar Jobs

Account Executive II

Renaissance • Portland, OR • 1d ago

Sales & Marketing

When you join Renaissance®, you join a global leader in pre-K-12 education technology! Renaissance's solutions help educators analyze, customize, and plan personalized learning paths for students, allowing time for what...

1d ago

Go to Apply

Community Sales Director + Commission program

Radiant Senior Living Inc • Beaverton, OR • 1d ago

Sales & Marketing

Are you a dynamic sales professional with a passion for senior healthcare? Join our dedicated team as our Community Sales Director! About Us: We foster a care-centered culture that prioritizes the well-being of resi...

1d ago

Go to Apply

Mgr, Sales-Ohio

Molina Healthcare • Vancouver, WA • 1d ago

Sales & Marketing

JOB DESCRIPTION Job Summary Provides leadership and direction to their Sales channels in all approved Molina markets. Serve as the primary contact for their channel's distribution of assigned Molina products, and re...

1d ago

Go to Apply

Dir, Sales-Ohio

Molina Healthcare • Vancouver, WA • 1d ago

Sales & Marketing

Job Description Job Summary Provides leadership and direction to their Sales channels in all approved Molina markets. Serve as the primary contact for their channel's sales and distribution of assigned Molina produc...

1d ago

Go to Apply

Sales Representative - Uniform

Cintas • Portland, OR • 2d ago

Sales & Marketing

Requisition Number: 199857 Job Description Cintas is seeking a Sales Representative to focus on new business-to-business account development in our Uniform Division. Responsibilities include prospecting, cold calli...

2d ago

Go to Apply

Growth Marketing Intern

Renaissance • Portland, OR • 3d ago

Sales & Marketing

When you join Renaissance®, you join a global leader in pre-K-12 education technology. Renaissance's solutions help educators analyze, customize, and plan personalized learning paths for students, allowing time for wh...

3d ago

Go to Apply

RVP, Sales

Cornerstone onDemand • Portland, OR • 4d ago

Sales & Marketing

Regional Vice President, Enterprise Sales The Regional Vice President of Direct Sales will be a key driver of our growth strategy, leading a high-performing team of Regional Sales Managers focused on acquiring new bus...

4d ago

Go to Apply

Sales Operations Associate

Arrow Electronics • Beaverton, OR • 4d ago

Sales & Marketing

Position: Sales Operations Associate Job Description: The Sales Ops Associate is tasked with overseeing all post-sale activities for assigned client accounts. This includes client account management, managing post...

4d ago

Go to Apply

Specialist II, Partners Marketing

Nike • Beaverton, OR • 4d ago

Sales & Marketing

WHO WE ARE LOOKING FOR Our team is looking for two North America Partner Marketing Specialists. One will support one of our key strategic partner accounts for Nike, Inc.-Hibbett. The other will support a portfolio of...

4d ago

Go to Apply

Director of Sales

Compass Group, North America • Portland, OR • 4d ago

Sales & Marketing

Levy Sector Salary: Other Forms of Compensation: Pay Grade: 12 Different perspectives make us better. We're committed to creating an equal opportunity and fair treatment environment, where learning and growing t...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.