Wrap-Up Program Manager- OCIP/CCIP Insurance

About the Company

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 clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

About the Role

Responsible for managing multiple OCIP and CCIP wrap-up programs in the region, varying in size from small to large. Coordinates, manages, and oversees wrap-up program administration, claims, safety/loss control, and assists with marketing of new and renewal programs. Provides support and training for the Wrap-Up Program team.

Responsibilities

• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal/extension process for existing clients and assists marketing team with marketing strategy.
• Participates in Broker Selection presentations and RFP responses as appropriate.
• Participates in the review of Wrap-Up Proforma from marketing.
• Assists with marketing of programs, including ancillary coverages for the wrap-up project(s) (e.g., Builders Risk, Professional, Environmental).
• Serves as Program Manager on Wrap-Up accounts and oversees other programs as needed.
• Reviews contract documents for appropriate wrap-up language and works with producer to make recommendations.
• Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations.
• Reviews binders and master policies for accuracy; requests midterm changes, extensions, renewals as needed.
• Develops Wrap-Up Manual for individual projects; creates template for master or subscription programs.
• Coordinates Kick-Off meeting with the Client, Market, GC/CM (if OCIP) for all new assigned projects.
• Participates in first monthly/weekly meeting or call on all new projects; participates in subsequent calls as needed.
• Coordinates Claims and Safety Services from others for the Wrap-Up Unit.
• Ensures all data is stored appropriately to the server and agency management system.
• Prepares quarterly (or as scheduled) performance and stewardship reports.
• Meets with clients as needed or directed by Producer.
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Requirements

• Bachelor's Degree or equivalent combination of education and experience.
• Eight (8) or more years of related work experience.
• Valid Insurance license.
• Must continue to meet Continuing Education requirements for license renewal.

Skills

• Excellent verbal and written communication skills.
• Good problem-solving and time management skills.
• Ability to work within a team.
• Good planning, organizational, and prioritization skills.
• Proficient in Microsoft Office Suite.

Benefits

We provide comprehensive, high-quality employee programs to meet employees' needs now and in the future, including a very competitive financial package.