Wrap-Up Program Administrator

Alliant Insurance Services; United States; On-site; USD 60,000 - 80,000; Full time

Job summary

Alliant Insurance Services is seeking a detail-driven professional to manage OCIP/CCIP wrap-up programs, supporting producers with renewal strategies and new business opportunities. You will maintain client relationships, analyze exposures, and coordinate with carriers and the insurance market to ensure competitive proposals.

The role requires strong administrative skills, advanced tech proficiency, and a proactive, team-oriented approach.

Qualifications

• Associates degree or equivalent combination of education and experience.
• Four or more years related work experience.
• Valid Insurance license; must maintain CE requirements for license renewal.
• Strong communication and customer-service orientation.

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.

Skills

Excellent verbal and written comms

Advanced planning

Team leadership / collaboration

Customer service skills

Microsoft Office Suite

Education

Associates degree or equivalent

Four+ years related experience

Valid Insurance license

Continuing Education compliance

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 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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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