Client Executive – Private Client Services

🔥 3 minutes ago

🏄 California, Idaho, +2 more states – Remote

🏄 California – Remote 🥔 Idaho – Remote 🌲 Oregon – Remote ☕ Washington – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

📁 Client Services

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

• Receive and develop new business leads from Producers and identify cross-sell opportunities • Manage renewal business and solicit additional lines of coverage • Evaluate client coverage portfolios for cross-selling opportunities and coverage deficiencies • Service accounts and provide claims support • Analyze exposure bases and develop marketing strategies • Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations • Bind coverage and determine appropriate levels of coverage • Meet with clients as needed or directed by the Producer • Review accounting history, respond to inquiries, correct discrepancies, and contact clients regarding receivable collections • Serve as a technical expert and help resolve complex issues • Collect fees and reconcile outstanding balances within 90 days of invoicing • Maintain complete and accurate agency management system data • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Eight (8) or more years of related work experience in Private Client/High Net Worth insurance required • 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