Insurance Programs Specialist (Wrap-Up & Renewal)

Alliant Insurance Services; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Alliant Insurance Services is a leading national insurance brokerage and consulting firm seeking an experienced professional to manage OCIP and CCIP wrap-up programs, coordinating with clients and producers to renew and market solutions. You will analyze exposures, prepare proposals, and coordinate with carriers, agents, and internal teams.

The role requires strong account management, sales support, and superior computer skills.

Qualifications

• Associates degree or equivalent combination of education and experience.
• Four (4) or more years related work experience.
• Valid Insurance license.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• 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;
• Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations;
• Resolves customer service inquiries that require research and interactions with carriers or agents;
• Conducts marketing, negotiates rates, reviews quotes and coverage's for competitiveness and accuracy;
• Finalizes proposals and presentations in coordination with Producer;
• Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses;
• 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);
• Other duties as assigned.

Skills

Verbal and written communication

Planning and prioritization

Teamwork

Customer service

MS Office

Education

Associate degree or equivalent

4+ years related experience

Insurance license

Continuing Education for license renewal

Job description

Alliant Insurance Services is a leading national insurance brokerage and consulting firm seeking an experienced professional to manage OCIP and CCIP wrap-up programs, coordinating with clients and producers to renew and market solutions. You will analyze exposures, prepare proposals, and coordinate with carriers, agents, and internal teams.

The role requires strong account management, sales support, and superior computer skills.