Job description

SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. This position will be on a hybrid in office schedule on Tuesdays, Wednesdays and a possible third day in our Alliant Office 18100 Von Karman Ave, Irvine, CA 92612. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages all client required services and maintains client relationship with minimal input from Producers; Manages mid market book of business through direction of employees on service team; Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities; Acts as direct point of contact for client from time of lead; Acts as the lead representative to an assigned book-of-business; Participates in team selling process including finalist interviews and RFP responses; Prepares and presents to client renewal analysis; Sells renewal business to existing clients and where applicable, sells additional lines of coverage; Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals; Provides analysis and recommendations concerning client's existing coverages; Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations; Receives and responds to client inquiries including benefit and claim questions and issues; Reviews client coverage contracts and amendments for accuracy; Manages and negotiates third party vendor relationships and contracts on behalf of the client; Manages dedicated service team; Serves as technical expert, assisting department members to resolve complex issues; Creates new client sales opportunities; Collection of fees, reconciliation and resolution of any outstanding balances within 60 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 Bachelor's Degree equivalent combination of education and experience Eight (8) or more years related work experience Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS 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#LI-RF1

Requirements

Must-haves

Manages all client required services and maintains client relationship with minimal input from Producers;
Manages mid market book of business through direction of employees on service team;
Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities;
Acts as direct point of contact for client from time of lead;
Acts as the lead representative to an assigned book-of-business;
Participates in team selling process including finalist interviews and RFP responses;
Prepares and presents to client renewal analysis;
Sells renewal business to existing clients and where applicable, sells additional lines of coverage;
Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals;
Provides analysis and recommendations concerning client's existing coverages;
Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations;
Receives and responds to client inquiries including benefit and claim questions and issues;
Reviews client coverage contracts and amendments for accuracy;
Manages and negotiates third party vendor relationships and contracts on behalf of the client;
Manages dedicated service team;
Serves as technical expert, assisting department members to resolve complex issues;
Creates new client sales opportunities;
Collection of fees, reconciliation and resolution of any outstanding balances within 60 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 equivalent combination of education and experience
Eight (8) or more years related work experience
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: dayforce
Effort: medium