Senior Account Manager - Private Client Services

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 providing support to Client Manager/Executive to enable them to better serve their clients. Responsible for providing customer service on an as needed basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Initiate renewal process for existing clients.

• Analyze and compare current exposures and develop renewal or new business specifications for marketing.

• Conduct marketing, and review quotes and coverages for competitiveness and accuracy.

• Review and summarize marketing results and prepare proposals.

• Finalize proposals to be presented to clients.

• Bind insurance coverage and prepare binders and/or delegate certificates 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, and correct discrepancies.

• Provide technical guidance to staff assisting with client needs or procedural issues.

• Notify brokers of pertinent information related to client retention.

• Develop, train, execute, manage, and audit a workflow.

• Amend and adjust workflow to business needs.

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

• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate's Degree or equivalent combination of education and experience

Two (2) or more years of related work experience

Valid Insurance License

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Proficient in Microsoft Office Suite

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

Ability to maintain confidentiality