Client Executive – Private Client Services

🔥 7 minutes ago

🏄 California, Idaho, +2 more states – Remote

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

⏰ Full Time

🟠 Senior

🔴 Lead

📁 Client Services

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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

• 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 to implement cross-selling opportunities • Service accounts and provide claims support • 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 coverage levels • 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 assigned duties

🎯 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