Senior Client Manager - Private Client

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.

SUMMARY

Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports Producer in soliciting new business and identifies account rounding opportunities. Provides mentoring to staff to support the immediate supervisor.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Foster and manage the overall relationship with clients, ensuring retention of business and high satisfaction. Develop new business opportunities for existing clients and prospects. Initiate the renewal process for existing clients and discuss and create a renewal strategy. Analyze and compare current exposures and develop renewal or new business specifications for marketing. Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy. Independently review policy and determine appropriate coverage; identify possible deficiencies. Review and summarize marketing results and prepare proposals. Finalize proposals and presentations. Bind insurance coverage and prepare binders and/or delegate certificate issuance. Review policies for accuracy and review contracts. Prepare summaries and/or schedules of coverage for clients. Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact the client on receivable collections. Provide technical guidance to staff assisting with client needs or procedural issues. Participate in the claims process as directed by management. Notify Producer of pertinent information related to client retention. Provide mentoring to staff to support the immediate supervisor. Collect fees and reconcile and resolve any outstanding balances within 90 days of the invoicing date. Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information). Other duties as assigned.

EDUCATION / EXPERIENCE

Bachelor’s degree or equivalent combination of education and experience. Five (5) or more years of related work experience in Private Client/High Net-Worth insurance. Valid insurance license. Must continue to meet Continuing Education requirements for license renewal.

SKILLS

Proficient in Microsoft Office Suite. Knowledge of wide array 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 and foster teamwork. 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