Wrap-Up Program Administrator

Alliant; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Alliant seeks an experienced Wrap-Up Administrative Specialist to manage OCIP/CCIP programs, handle account management and sales support, and maintain client relationships. You will collaborate with Producers to develop new business opportunities for existing clients and prospects, and you will initiate renewal processes with strategy discussions.

You will analyze exposures, prepare proposals, negotiate with carriers, and finalize presentations in coordination with the Producer, ensuring data

Qualifications

• Associates degree or equivalent combination of education and experience.
• Four 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.
• Finalizes proposals and presentations in coordination with Producer.
• Meets with clients as needed or directed by Producer.
• Complies with agency management system data standards and data integrity.

Skills

Verbal communication

Written communication

Planning

Teamwork

Customer service

MS Office

Education

Associates degree or equivalent combination of education and experience

Job description

SUMMARY

Responsible for managing several OCIP and CCIP wrap-up programs varying in size from small to large. The position requires account management and sales support skills, client relationship management, and occasional interface with the insurance market relationships on existing accounts. This position also requires superior computer skill and ability.

ESSENTIAL DUTIES AND 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.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• 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

SKILLS

• Excellent verbal and written communication skills
• Advanced planning, organizational and prioritization skills
• Ability to work within a team and to foster teamwork
• Excellent customer services skills, including telephone and listening skills
• Proficient in Microsoft Office Suite

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