Alliant Insurance Services
Alliant Insurance Services
Alliant Insurance Services is an insurance broker and risk-management firm serving commercial organizations with property and casualty coverage, employee benefits, reinsurance, claims assistance, underwriting, and specialized risk solutions. Its consulting and advisory work spans healthcare, energy, transportation, real estate and hospitality, public entities, and other industries. Alliant also supports clients through benefits consulting, disaster response, and customized approaches to managing complex commercial risks.

Senior Private Client Insurance Executive (Remote)

Lead insurance servicing for high-net-worth private clients, including renewals, coverage reviews, claims support, and account management. Guide service teams while identifying cross-selling and new-business opportunities.

Description

  • Develop new-business leads from Producers and pursue suitable cross-selling opportunities
  • Manage renewals and seek additional coverage lines for existing clients
  • Review client coverage portfolios to identify cross-selling opportunities
  • Service client accounts and provide claims support when needed
  • Analyze exposure bases, identify program gaps, and develop marketing strategies
  • Complete applications, secure quotes, negotiate premiums and commissions, and prepare proposals and presentations
  • Bind coverage, identify coverage gaps, and determine appropriate coverage levels
  • Meet with clients as required or directed by the Producer
  • Review accounting histories, address inquiries, correct discrepancies, and contact clients about receivables
  • Provide technical expertise and help department members resolve complex issues
  • Collect fees and reconcile or resolve outstanding balances within 90 days of invoicing
  • Follow agency management system data standards and maintain complete, accurate records
  • Lead the work of a service team
  • Complete other assigned duties

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
  • Ongoing compliance with continuing education requirements for license renewal
  • Proficiency with Microsoft Office Suite
  • Knowledge of a broad range of customizable private client coverages
  • Excellent verbal and written communication skills
  • Strong problem-solving and time-management abilities
  • Effective planning, organization, and prioritization skills
  • Strong interpersonal skills
  • Ability to build trust and de-escalate concerns
  • Ability to collaborate effectively and promote teamwork
  • Ability to maintain confidentiality

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