Senior Client Manager

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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 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

• Foster and manage the overall relationship with clients, ensuring retention of business and high satisfaction. • Develop new business opportunities for existing clients and prospects. • Initiate the renewal process for existing clients and discuss and create a renewal strategy. • Analyze and compare current exposures and develop renewal or new business specifications for marketing. • Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy. • Independently review policy and determine appropriate coverage; identify possible deficiencies. • Review and summarize marketing results and prepare proposals. • Finalize proposals and presentations. • Bind insurance coverage and prepare binders and/or delegate certificate issuance. • Review policies for accuracy and review contracts. • Prepare summaries and/or schedules of coverage for clients. • Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact the client on receivable collections. • Provide technical guidance to staff assisting with client needs or procedural issues. • Participate in the claims process as directed by management. • Notify Producer of pertinent information related to client retention. • Collect fees and reconcile and resolve any outstanding balances within 90 days of the invoicing date. • 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 • Five (5) or more years of related work 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