Client Executive - Private Client Insurance

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at : www.alliant.com.

SUMMARY

Acts as an agent of the broker assigned accounts for Private Client Services, including servicing and / or solicitation activities. Manages the book of business and directs the work of a service team.

Location in the Mountain or Pacific time zones, required.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Receive and develop new business leads from Producers or identify and develop cross-sell opportunities;
• Responsible for renewal business and soliciting additional lines of coverage;
• Evaluate assigned client coverage portfolio to implement cross-selling opportunities and solicitation of additional lines of coverage;
• Service account and provide claims support as needed;
• Analyze exposure based on identifying program deficiencies and develop proper marketing strategies;
• Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations;
• Bind coverage, identify deficiencies, and determine the appropriate level of coverage;
• Meet with clients as needed or as directed by Producer;
• Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections;
• Serve as a technical expert, assist department members in resolving complex issues;
• Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing;
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience, preferred

Eight (8) or more years of related work experience in Private Client / High Net Worth Insurance, required

Private Client experience, required

Valid insurance license, required

Must continue to meet Continuing Education requirements for license renewal

SKILLS

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

#LI-DR2

#LI-REMOTE

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.