Senior Account Manager - Private Client Services

Alliant Insurance Services; Irvine (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Alliant Insurance Services is seeking a detail‑minded Client Support professional to help Client Managers deliver superior client service and accurate renewal processes. The role includes preparing renewal specifications, marketing deployments, and finalizing client proposals with precision.

You will review coverage details, assist with binders and certificates, and ensure policy accuracy while supporting team workflow and data integrity in a fast‑paced brokerage environment.

Qualifications

• Associate's Degree or equivalent combination of education and experience.
• Two or more years of related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Initiate renewal process for existing clients.
• Analyze and compare current exposures and develop renewal or new business specifications for marketing.
• Conduct marketing, and review quotes and coverages for competitiveness and accuracy.
• Review and summarize marketing results and prepare proposals.
• Finalize proposals to be presented to clients.
• Bind insurance coverage and prepare binders and/or delegate certificates issuance.
• Review policies for accuracy and review contracts.
• Prepare summaries and/or schedules of coverage for clients.
• Review client accounting history, respond to accounting inquiries, and correct discrepancies.
• Provide technical guidance to staff assisting with client needs or procedural issues.
• Notify brokers of pertinent information related to client retention.
• Develop, train, execute, manage, and audit a workflow.
• Amend and adjust workflow to business needs.
• Comply with agency management system data standards and data integrity.
• Other duties as assigned.

Skills

Verbal communication

Written communication

Time management

Problem solving

Organizational skills

Interpersonal skills

Confidentiality

Teamwork

Attention to detail

Education

Associate's Degree or equivalent

Two (2) or more years of related work experience

Valid Insurance License

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

Responsible for providing support to Client Manager/Executive to enable them to better serve their clients. Responsible for providing customer service on an as needed basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Initiate renewal process for existing clients.
• Analyze and compare current exposures and develop renewal or new business specifications for marketing.
• Conduct marketing, and review quotes and coverages for competitiveness and accuracy.
• Review and summarize marketing results and prepare proposals.
• Finalize proposals to be presented to clients.
• Bind insurance coverage and prepare binders and/or delegate certificates issuance.
• Review policies for accuracy and review contracts.
• Prepare summaries and/or schedules of coverage for clients.
• Review client accounting history, respond to accounting inquiries, and correct discrepancies.
• Provide technical guidance to staff assisting with client needs or procedural issues.
• Notify brokers of pertinent information related to client retention.
• Develop, train, execute, manage, and audit a workflow.
• Amend and adjust workflow to business needs.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

Two (2) or more years of related work experience

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Proficient in Microsoft Office Suite

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 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