Alliant Insurance Services · 1 day ago
Client Executive - Private Client Insurance
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expAlliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. The Client Executive will act as an agent for assigned accounts in Private Client Services, managing the book of business and directing the work of a service team while developing new business leads and ensuring client satisfaction.
ConsultingFinancial ServicesInsurance
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
Qualification
Required
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
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
Preferred
Bachelor's degree or equivalent combination of education and experience, preferred
Benefits
Comprehensive, high quality employee programs
Very competitive financial package
Company
Alliant Insurance Services
Alliant Insurance Services is a distributor of diversified insurance products and services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$690MKey Investors
PSP Investments
2019-10-17Debt Financing· $690M
2019-01-22Series Unknown
2007-06-03Acquired
Leadership Team
Stephanie Beach
Senior Vice President, Employee Benefits
Todd Schwartz
Senior Vice President
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