Job Description
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
Responsible for meeting individual sales goals and new business targets, in addition to completing assigned sales and product knowledge training. Associate Producers are mentored by an experienced Producer or Producer Revenue Group to provide an inexperienced individual with the opportunity to become a Producer.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assists Producers in development of new business and maintenance of existing business.
- Learns from a mentoring producer; attends multiple client visits including, Renewal Meetings, Prospect Meetings/Dinners/Lunches, RFP Interviews, traveling to where client is located.
- Conducts visits with the client/service team members to client locations to retain and service clients.
- Contacts/cold calls new and established businesses for purposes of placing their insurance.
- Sells renewal business to existing clients.
- Assures proper procedures regarding file set up is in compliance with company standards.
- Develops and maintains a prospect file for new accounts using personal efforts, agency procedures, cold contacts and referrals.
- Develops, maintains and documents contacts with prospects in order to gain information on expirations and anniversary dates, insurance needs, and receptiveness to proposals.
- Analyzes clients needs to assure account is appropriate for program(s) and or products.
- Conducts sales presentations.
- Attends Association Meetings to develop new relationships.
- Maintains contact with insured so that on renewal appropriate coverages are in force.
- Maintains professional relationships with co-workers in order to retain and expand agency-insured relationships, and develop internal cross-sell referrals where possible.
- Ensures ongoing servicing of the accounts assigned by Producers.
- Promotes to clients the other services offered by Alliant.
- Writes and coordinates Request for Proposal (RFP) responses.
- Participates in the planning/development/participation of various trade associations meetings, events and conferences, etc..
- 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.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience Two (2) or more years industry or related experience Demonstrated potential for identifying and soliciting new business prospects in concert with the mentoring Producer, supported by proven product knowledge and/or relevant sales experience Valid Insurance License within 60 Days Chartered Property Casualty Underwriter (CPCU) Accredited Accounts Receivable Manager (ARM) Certified Employee Benefits Specialist (CEBS)-IFEBP
SKILLS
Excellent verbal and written communication skills Strong persuasion and interpersonal skills Excellent interpersonal, relationship building, negotiating and problem solving skills Excellent presentation skills with the ability to communicate information to a broad audience Ability and strong motivation to work independently Good leadership and time management skills Good planning, organizational and prioritization skills Proficient in Microsoft Office products
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.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Originally posted on Himalayas
