Insurance Program Coordinator & Client Relations Lead

Alliant; New York (NY); Ibrido; USD 65.000 - 90.000; Tempo pieno

Descrizione del lavoro

Alliant seeks an experienced Wrap-Up Administrative Specialist to manage OCIP/CCIP programs, handle account management and sales support, and maintain client relationships. You will collaborate with Producers to develop new business opportunities for existing clients and prospects, and you will initiate renewal processes with strategy discussions.

You will analyze exposures, prepare proposals, negotiate with carriers, and finalize presentations in coordination with the Producer, ensuring data

Competenze

• Associates degree or equivalent combination of education and experience.
• Four or more years related work experience.
• Valid Insurance license.
• Must continue to meet Continuing Education requirements for license renewal.

Mansioni

• Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts.
• Supports Producer in developing new business opportunities for existing clients and prospects.
• Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer.
• Analyzes and compares current exposures and develops renewal or new business specifications for marketing.
• Reviews and summarizes marketing results and prepares proposals.
• Finalizes proposals and presentations in coordination with Producer.
• Meets with clients as needed or directed by Producer.
• Complies with agency management system data standards and data integrity.

Conoscenze

Verbal communication

Written communication

Planning

Teamwork

Customer service

MS Office

Formazione

Associates degree or equivalent combination of education and experience

Descrizione del lavoro

Alliant seeks an experienced Wrap-Up Administrative Specialist to manage OCIP/CCIP programs, handle account management and sales support, and maintain client relationships. You will collaborate with Producers to develop new business opportunities for existing clients and prospects, and you will initiate renewal processes with strategy discussions.

You will analyze exposures, prepare proposals, negotiate with carriers, and finalize presentations in coordination with the Producer, ensuring data