Senior Private Client Insurance Executive

Alliant Insurance Services; Irvine (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

Alliant Insurance Services is seeking a dedicated professional to serve as an agent for Private Client Services in Irvine, California. This role involves managing a book of business, developing new leads, and ensuring exceptional service for high-value clients. The ideal candidate will possess a bachelor's degree, extensive experience in high net worth insurance, and a valid insurance license.

The candidate should excel in communication and problem-solving, be proficient in Microsoft Office Suite, and maintain confidentiality. If you are driven and possess a strong skill set in client management, we encourage you to apply.

Qualifications

• Eight or more years of experience in the Private Client/High Net Worth insurance space required.
• Private Client experience required.
• Valid insurance license required.
• Must continue to meet Continuing Education requirements for license renewal.

Responsibilities

• Manage new business leads and cross-sell opportunities.
• Service accounts and provide claims support.
• Analyze client coverage portfolio for deficiencies.
• Prepare proposals and presentations after obtaining quotes.

Skills

Proficient in Microsoft Office Suite

Knowledge 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

Ability to maintain confidentiality

Education

Bachelor's degree or equivalent

Job description

Alliant Insurance Services is seeking a dedicated professional to serve as an agent for Private Client Services in Irvine, California. This role involves managing a book of business, developing new leads, and ensuring exceptional service for high-value clients. The ideal candidate will possess a bachelor's degree, extensive experience in high net worth insurance, and a valid insurance license.

The candidate should excel in communication and problem-solving, be proficient in Microsoft Office Suite, and maintain confidentiality. If you are driven and possess a strong skill set in client management, we encourage you to apply.