SUMMARY
Acts as an agent of a broker assigned accounts for Private Client Services, including servicing and/or solicitation activities. Manages the book of business and directs the work of a service team.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities.

Responsible for renewal business and soliciting additional lines of coverage.

Evaluate assigned client coverage portfolio to implement cross-selling opportunities and solicitation of additional lines of coverage.

Service account and provide claims support as needed.

Analyze exposure base to identify program deficiencies and develop proper marketing strategies.

Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.

Bind coverage, identify deficiencies, and determine the appropriate level of coverage.

Meet with clients as needed or as directed by the Producer.

Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.

Serve as a technical expert and assist department members in resolving complex issues.

Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing.

Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

Other duties as assigned.

QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience

Eight (8) or more years of experience in the Private Client/High Net Worth insurance space required

Private Client experience required

Valid insurance license required

Must continue to meet Continuing Education requirements for license renewal

SKILLS
Proficient in Microsoft Office Suite

Knowledge of a 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 to foster teamwork

Ability to maintain confidentiality

#LI-DR2

#LI-REMOTE

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.

For immediate consideration for this position, please click on the "Apply" button.

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits