Private Client Services Executive – High Net Worth

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 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.