Client Executive - Private Client

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.

About the role

Acts as an agent of a 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.

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 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 the appropriate level of coverage.
• Meet with clients as needed or as directed by the Producer.
• Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
• Serve as a technical expert and 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.

Requirements

• Bachelor’s degree or equivalent combination of education and experience.
• Eight (8) or more years of experience in the Private Client/High Net Worth insurance space 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.

Benefits

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.