Senior Private Client Services Executive — Remote

Alliant; Northern (KY); Hybrid; USD 95,000 - 125,000; Full time

Job summary

Alliant seeks an experienced Private Client Services professional to act as an agent for broker-assigned accounts, managing a book of business and directing the service team. You will develop new leads, renew coverage, and cross-sell additional lines while providing claims support as needed.

The role emphasizes evaluating coverage portfolios, proposing optimized marketing strategies, and maintaining data integrity within agency systems. A license and CE compliance are required.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Eight (8) or more years of Private Client/High Net-Worth insurance servicing experience.
• Valid insurance license; continuing education for license renewal.

Responsibilities

• Receive and develop new business leads and cross-sell opportunities.
• Renewal business management and soliciting additional lines of coverage.
• Service accounts and provide claims support as needed.
• Analyze exposure base to identify program deficiencies and marketing strategies.
• Prepare proposals and presentations; obtain quotes and negotiate premiums.

Skills

MS Office

Private Client coverage knowledge

Verbal and written communication

Problem solving

Time management

Planning and organization

Interpersonal skills

Confidentiality

Education

Bachelor's degree or equivalent

Job description

Alliant seeks an experienced Private Client Services professional to act as an agent for broker-assigned accounts, managing a book of business and directing the service team. You will develop new leads, renew coverage, and cross-sell additional lines while providing claims support as needed.

The role emphasizes evaluating coverage portfolios, proposing optimized marketing strategies, and maintaining data integrity within agency systems. A license and CE compliance are required.