Wrap-Up Program Manager- OCIP/CCIP Insurance

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:

SUMMARY

Responsible for managing multiple OCIP and CCIP wrap-up programs in the region varying in size from small to large. Also responsible for coordination, management, and oversight of wrap up program (administration, claims, safety/loss control). Assist with marketing of new and renewal programs. Provide support and training for Wrap-Up Program team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Supports Producer in developing new business opportunities for existing clients and prospects. Initiates renewal/extension process for existing clients, and assists marketing team with marketing strategy. Participates in Broker Selection presentations and RFP responses as appropriate. Participates in the review of Wrap-Up Proforma from marketing. Assists with marketing and of programs, including ancillary coverages for the wrap up project(s) (i.e., Builders Risk, Professional, Environmental). Serves as Program Manager on Wrap Up accounts and oversees other programs as needed. Reviews contract documents for appropriate wrap up language. Work with producer to make appropriate recommendations. Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations. Reviews binders and master policies for accuracy, request midterm changes, extensions, renewals as needed. Develops Wrap Up Manual for individual projects; develop template for master or subscription programs. Coordinates Kick Off meeting with the Client, Market, GC/CM (if OCIP) for all new assigned projects. Participates in first monthly/weekly meeting or call on all new projects; participate in subsequent calls as needed. Coordinates Claims and Safety Services from others for the Wrap-Up Unit. Ensures all data is stored appropriately to the server and agency management system. Prepares quarterly (or as scheduled) performance and stewardship reports. 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).

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience Eight (8) or more years of related work experience Valid Insurance license Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills Good problem solving and time management skills Ability to work within a team Good planning, organizational and prioritization skills Proficient in Microsoft Office Suite

#LI-RF1

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 View email address on click.appcast.io For more information on Alliant Insurance Service's benefits, please visit #J-18808-Ljbffr Alliant Insurance Services