Client Executive – Private Client

🕒 Julho 29

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Alliant Insurance Services

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1925

🛡️ Seguros

🤝 B2B

💼 Consultoria

💰 $690.000.000 Debt Financing - Alliant Insurance Services em 2019-10

Insurance • B2B • Consulting

A Alliant Insurance Services é uma corretora de seguros líder e empresa de gerenciamento de riscos que oferece soluções para propriedade e acidentes, benefícios para funcionários, resseguros, assistência em sinistros, subscrição e riscos específicos para a indústria. A empresa oferece consultoria e serviços personalizados para setores como saúde, energia, transporte, imóveis e hospitalidade, entidades públicas, entre outros, e está classificada entre as maiores corretoras de seguros nos EUA (reconhecida como a 4ª maior corretora dos EUA e a maior corretora de propriedade privada). A Alliant enfatiza o gerenciamento de riscos, consultoria de benefícios, resposta a desastres e soluções especiais para clientes comerciais.

Descrição

• Acts as an agent of a broker assigned accounts for Private Client Services, including servicing and/or solicitation activities. • Manages the book of business and directs the work of a service team. • Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities. • Responsible for renewal business and soliciting additional lines of coverage. • Evaluate assigned client coverage portfolio to implement cross-selling opportunities and solicitation of additional lines of coverage. • Service account and provide claims support as needed. • Analyze exposure base to identify program deficiencies and develop proper marketing strategies. • Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations. • Bind coverage, identify deficiencies, and determine the appropriate level of coverage. • Meet with clients as needed or as directed by the Producer. • Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections. • Serve as a technical expert and assist department members in resolving complex issues. • Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing. • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

🎯 Requisitos

• Bachelor’s degree or equivalent combination of education and experience • Eight (8) or more years of experience in the Private Client/High Net Worth insurance space required • Private Client experience required • Valid insurance license required • Must continue to meet Continuing Education requirements for license renewal • Proficient in Microsoft Office Suite • Knowledge of a wide array of private client customizable coverages • Excellent verbal and written communication skills • Good problem-solving and time management skills • Good planning, organizational, and prioritization skills • Strong interpersonal skills • Ability to build trust and de-escalate concerns • Ability to work within a team and to foster teamwork • Ability to maintain confidentiality