Client Executive – Private Client

🕒 il y a 5 jours

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Alliant Insurance Services

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1925

🛡️ Assurance

🤝 B2B

💼 Conseil

💰 €690 000 000 Debt Financing - Alliant Insurance Services en 2019-10

Insurance • B2B • Consulting

Alliant Insurance Services est un courtier d'assurance et une société de gestion des risques de premier plan qui fournit des services en assurance de biens et risques divers, en avantages sociaux des employés, en réassurance, en assistance aux sinistres, en souscription, et en solutions de gestion des risques spécifiques à l'industrie. L'entreprise offre des services de conseil et des services personnalisés dans des secteurs tels que la santé, l'énergie, le transport, l'immobilier et l'hôtellerie, les entités publiques, et bien plus encore. Elle est classée parmi les plus grands courtiers d'assurance aux États-Unis (notée comme le 4ème plus grand courtier américain et le plus grand courtier privé). Alliant met l'accent sur la gestion des risques, le conseil en avantages sociaux, la réponse aux catastrophes, et les solutions spécialisées pour les clients commerciaux.

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).

🎯 Exigences

• 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