Client Executive – Private Client

🔥 1 minute ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 leading insurance broker and risk-management firm that provides property & casualty, employee benefits, reinsurance, claims assistance, underwriting, and industry-specific risk solutions. The company offers consulting and customized services across sectors such as healthcare, energy, transportation, real estate & hospitality, public entities, and more, and is ranked among the largest insurance brokers in the U. S. (noted as the #4 largest U. S. broker and the largest privately owned broker). Alliant emphasizes risk management, benefits consulting, disaster response, and specialty solutions for commercial clients.

📋 Description

• 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).

🎯 Requirements

• 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