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Alliant Insurance Services
Alliant Insurance Services
B2BConsultingInsurance
Alliant Insurance Services is a national insurance brokerage and risk-management firm serving commercial organizations with property and casualty coverage, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and specialized risk solutions. Its expertise spans sectors including agribusiness, aviation, construction, cyber, energy, healthcare, real estate and hospitality, and transportation. In addition to traditional brokerage, Alliant provides benefits consulting and human capital services, acting as a broad-based advisor for organizations managing complex insurance and workforce needs.
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Client Executive, Private Client Services - United States Remote

Remote Client Executive overseeing private client insurance portfolios, renewals, coverage placement, and collections. Leads service teams and expands high-net-worth insurance relationships.

USUnited StatesRemoteFull-timeSeniorLeadEnglish RequiredClient ServicesClient Services Representative

Description

  • Manage servicing and solicitation activities for broker-assigned Private Client Services accounts
  • Oversee the book of business and coordinate the work of a service team
  • Develop Producer-referred business leads and pursue cross-sell opportunities
  • Manage renewals and recommend additional coverage lines
  • Review client coverage portfolios to identify cross-selling opportunities
  • Service client accounts and provide claims support when needed
  • Analyze exposures, identify program gaps, and develop marketing strategies
  • Complete applications, secure quotes, negotiate premiums and commissions, and prepare proposals and presentations
  • Bind coverage, identify gaps, and recommend appropriate coverage levels
  • Meet with clients as requested or directed by the Producer
  • Review accounting records, answer inquiries, correct discrepancies, and pursue receivable collections with clients
  • Act as a technical resource and support colleagues with complex issues
  • Collect fees and reconcile and resolve balances outstanding for up to 90 days after invoicing
  • Maintain complete, accurate records in accordance with agency management system standards
  • Complete additional duties as assigned

Requirements

  • Bachelor’s degree or an equivalent combination of education and experience
  • At least eight years of Private Client or high-net-worth insurance servicing experience
  • Valid insurance license
  • Maintain continuing education requirements for license renewal
  • Proficiency with Microsoft Office Suite
  • Knowledge of a broad range of customizable private client insurance coverages
  • Strong verbal and written communication skills
  • Effective problem-solving and time management abilities
  • Strong planning, organization, and prioritization skills
  • Strong interpersonal abilities
  • Ability to build trust and de-escalate concerns
  • Ability to collaborate effectively and promote teamwork
  • Ability to protect confidential information

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