Senior Client Manager – Private Client

🕒 August 18

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟠 Senior

🤝 Client Partner

👻 Ghost score 10%

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Alliant Insurance Services

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1925

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 $690M Debt Financing - Alliant Insurance Services on 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• Foster and manage overall client relationships, ensuring business retention and high satisfaction • Develop new business opportunities for existing clients and prospects • Initiate renewals and create renewal strategies • Analyze exposures and develop renewal or new business specifications for marketing • Conduct marketing, negotiate rates, and review quotes and coverages • Review policies, determine appropriate coverage, and identify deficiencies • Review marketing results and prepare proposals • Finalize proposals and presentations • Bind insurance coverage and prepare binders or delegate certificate issuance • Review policies and contracts for accuracy • Prepare coverage summaries and schedules for clients • Review accounting history, resolve discrepancies, and contact clients regarding receivable collections • Provide technical guidance and mentorship to staff • Participate in the claims process as directed • Notify the Producer of information related to client retention • Collect fees and reconcile outstanding balances within 90 days of invoicing • Maintain complete and accurate agency management system data • Perform other assigned duties

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Five (5) or more years of related work experience in Private Client/High Net-Worth insurance • Valid insurance license • 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 foster teamwork • Ability to maintain confidentiality