Client Executive – Private Client Services

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

📁 Client Services

👻 Ghost score 10%

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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

• Act as an agent of broker-assigned accounts for Private Client Services, including servicing and/or solicitation activities • Manage book of business and direct the work of a service team • Receive and develop new business leads from Producers and identify and develop cross-sell opportunities • Manage renewal business and solicit additional lines of coverage • Evaluate assigned client coverage portfolios to implement cross-selling opportunities • Service accounts and provide claims support as needed • Analyze exposure bases to identify program deficiencies and develop marketing strategies • Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations • Bind coverage, identify deficiencies, and determine appropriate levels of coverage • Meet with clients as needed or directed by the Producer • Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients regarding receivable collections • Serve as technical expert and assist department members with complex issues • Handle fee collection and reconcile and resolve outstanding balances within 90 days of invoicing • Maintain complete and accurate information in compliance with agency management system data standards • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Eight (8) or more years of Private Client/High Net-Worth insurance servicing experience 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 to foster teamwork • Ability to maintain confidentiality