Client Executive

🕒 il y a 4 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 cabinet national de courtage en assurance et de gestion des risques qui fournit des assurances de biens et de responsabilité civile, des services de conseil en avantages sociaux, de réassurance, d'assistance aux sinistres, de préparation et de récupération en cas de catastrophe, d'assurance captive, et une gamme de solutions de gestion des risques spécifiques à certains secteurs (par exemple, agroalimentaire, aviation, construction, cybersécurité, énergie, santé, immobilier et hôtellerie, transport). L'entreprise met l'accent sur le conseil en avantages sociaux et les services en capital humain en plus du courtage traditionnel, se positionnant comme un conseiller à service complet pour les clients commerciaux. Alliant est l'un des plus grands courtiers aux États-Unis, enregistrant environ 5,7 milliards de dollars de revenus et plus de 55 milliards de dollars de primes, et est classé parmi les plus grands courtiers aux niveaux national et mondial.

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) • Other duties as assigned.

🎯 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