Client Executive – Private Client Services

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

📁 Client Services

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally.

📋 Description

• Acts as an agent of broker-assigned accounts for Private Client Services, including servicing and/or solicitation activities • Manages book of business and directs the work of a service team • Receives and develops new business leads from Producers and identifies cross-sell opportunities • Handles renewal business and solicits additional lines of coverage • Evaluates client coverage portfolios to implement cross-selling opportunities • Services accounts and provides claims support as needed • Analyzes exposure bases to identify program deficiencies and develops marketing strategies • Completes applications, obtains quotes, negotiates premiums and commissions, and prepares proposals and presentations • Binds coverage, identifies deficiencies, and determines appropriate coverage levels • Meets with clients as needed or directed by the Producer • Reviews accounting history, responds to inquiries, corrects discrepancies, and contacts clients regarding receivable collections • Serves as technical expert and assists department members with complex issues • Handles fee collection and reconciles outstanding balances within 90 days of invoicing • Maintains complete and accurate agency management system data • Performs other duties as assigned

🎯 Requirements

• Bachelor's degree or equivalent combination of education and experience • Eight (8) or more years related work experience • Private Client experience preferred • Valid insurance license • Must continue to meet Continuing Education requirements for license renewal • Proficient in Microsoft Office Suite • Knowledge of 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