Client Executive - Private Client Services (Remote)

Alliant Insurance Services; Oregon (WI); On-site; USD 90,000 - 140,000; Full time

Job summary

Alliant Insurance Services seeks an experienced Private Client/High Net Worth account leader to act as an agent for broker-assigned accounts and manage a book of business with direction of a service team.

You will develop new business, renewals, cross-sell opportunities, and provide claims support while delivering tailored coverage solutions. Strong communication and client service are essential for success.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 8+ years of related work experience in Private Client/High Net Worth insurance.
• Valid insurance license.
• Continuing Education requirements for license renewal.

Responsibilities

• Receive and develop new business leads from Producers or identify cross-sell opportunities.
• Renewal business and solicitation of additional lines of coverage.
• Evaluate client coverage portfolio to implement cross-selling opportunities.
• Service accounts and provide claims support as needed.
• Analyze exposure base to identify program deficiencies and develop marketing strategies.
• Prepare proposals and presentations; bind coverage and determine coverage level.
• Meet with clients as needed and manage receivables with timely collections.
• Serve as technical expert and help resolve complex issues.

Skills

Verbal and written communication

Problem solving

Time management

Planning and organization

Interpersonal skills

Trust building / de-escalation

Team collaboration

Confidentiality

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office Suite

Job description

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. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

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 solicitation of 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

Education / Experience

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

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. We encourage you to explore what we have to offer.

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]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits