Client Manager

🔥 6 minutes ago

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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

• Provide customer service and overall service to assigned customers and/or policies within Private Client Services • Support the Producer in soliciting new business and identify account rounding opportunities • Foster client relationships to retain business and maintain high satisfaction • Develop new business opportunities for existing clients and prospects • Initiate renewals and create renewal strategies • Analyze exposures and develop renewal or new business specifications for marketing • Conduct marketing, negotiate rates, and review quotes and coverages • Review policies, determine appropriate coverage, and identify deficiencies • Summarize marketing results and prepare, finalize, and present proposals • Bind insurance coverage and prepare binders or delegate certificate issuance • Review policies and contracts for accuracy • Prepare client coverage summaries and schedules • Review accounting history, resolve discrepancies, and support receivable collections • Participate in the claims process as directed by management • Notify the Producer of client-retention information • Collect fees and resolve outstanding balances within 90 days of invoicing • Maintain complete and accurate agency management system data • Perform other assigned duties

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Three (3) or more years of related work experience in Private Client/High Net Worth (HNW) insurance • 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