Client Executive - Private Client Services (Remote)

Alliant; Northern (KY); Hybrid; USD 95,000 - 125,000; Full time

Job summary

Alliant seeks an experienced Private Client Services professional to act as an agent for broker-assigned accounts, managing a book of business and directing the service team. You will develop new leads, renew coverage, and cross-sell additional lines while providing claims support as needed.

The role emphasizes evaluating coverage portfolios, proposing optimized marketing strategies, and maintaining data integrity within agency systems. A license and CE compliance are required.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Eight (8) or more years of Private Client/High Net-Worth insurance servicing experience.
• Valid insurance license; continuing education for license renewal.

Responsibilities

• Receive and develop new business leads and cross-sell opportunities.
• Renewal business management and soliciting additional lines of coverage.
• Service accounts and provide claims support as needed.
• Analyze exposure base to identify program deficiencies and marketing strategies.
• Prepare proposals and presentations; obtain quotes and negotiate premiums.

Skills

MS Office

Private Client coverage knowledge

Verbal and written communication

Problem solving

Time management

Planning and organization

Interpersonal skills

Confidentiality

Education

Bachelor's degree or equivalent

Job description

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 solicit 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

• Bachelor's degree or equivalent combination of education and experience
• Eight (8) or more years of Private Client/High Net-Worth insurance servicing experience 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

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