Client Executive

🕒 Julho 30

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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

Alliant Insurance Services é uma corretora de seguros e empresa de gestão de riscos nacional que oferece seguros de propriedade e acidentes, consultoria de benefícios para empregados, resseguros, assistência em sinistros, preparação e recuperação de desastres, seguro cativo e uma variedade de soluções de risco específicas para indústrias (por exemplo, agronegócio, aviação, construção civil, cibernético, energia, saúde, imóveis e hospitalidade, transporte). A empresa enfatiza a consultoria de benefícios e serviços de capital humano além da corretagem tradicional, posicionando-se como uma consultoria completa para clientes comerciais. A Alliant é uma das maiores corretoras dos EUA, registrando aproximadamente $5,7 bilhões em receita e mais de $55 bilhões em prêmios, estando entre as principais corretoras nacionais e globais.

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) • Other duties as assigned.

🎯 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