Client Executive - Private Client

Alliant Insurance Services; Irvine (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

Alliant Insurance Services is seeking a dedicated professional to serve as an agent for Private Client Services in Irvine, California. This role involves managing a book of business, developing new leads, and ensuring exceptional service for high-value clients. The ideal candidate will possess a bachelor's degree, extensive experience in high net worth insurance, and a valid insurance license.

The candidate should excel in communication and problem-solving, be proficient in Microsoft Office Suite, and maintain confidentiality. If you are driven and possess a strong skill set in client management, we encourage you to apply.

Qualifications

• Eight 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.

Responsibilities

• Manage new business leads and cross-sell opportunities.
• Service accounts and provide claims support.
• Analyze client coverage portfolio for deficiencies.
• Prepare proposals and presentations after obtaining quotes.

Skills

Proficient in Microsoft Office Suite

Knowledge 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

Ability to maintain confidentiality

Education

Bachelor's degree or equivalent

Job description

Summary

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.

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 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.

Qualifications

Education / Experience

• 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.

Equal Opportunity Employer Statement

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail].