Client Executive - Private Client Services (Remote

Alliant Insurance Services

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.

Summary:

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.

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 accounts and provide claims support as needed
• Analyze exposure base to identify 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 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 technical expert, assist department members to resolve 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 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

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