Alliant Insurance Services

Manage client accounts, lead renewal strategies, coordinate services, and serve as a technical insurance expert. | Extensive experience in insurance, risk management, underwriting, and a valid insurance license, with strong leadership and communication skills. | At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth. As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com. SUMMARY Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors. ESSENTIAL DUTIES AND RESPONSIBILITIES Receives and develops new business leads from Producers or identifies and develops cross selling opportunities; Leads the effort for renewal strategy on an account or on approach for new business; Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control; Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals; Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory; Provides day to day account servicing or guidance to account service team on more complex matters; Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion; Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector; Serves as technical expert in the office and assist and trains less experienced service team and employees; Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients; Provides mentoring, coaching and assistance for other offices around the country as needed; Ensures service team stays on task for their deliverables; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates; Performs other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree equivalent combination of education and experience Twelve (12) or more years related work experience Encouraged to complete Career Path requirements as communicated by Supervisor Risk management, underwriting or other significant insurance related background Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Superior verbal and written communication skills Superior problem solving and time management skills Ability to lead and direct an assigned service team and to foster collaboration with cross functional team members Knowledge of broad business acumen to understand the Client's business vis a vis insurance issues High degree of technical insurance knowledge and ability to provide guidance to clients Highly detailed and organized as well as superior prioritization skills Proficient in Microsoft Office Suite #LI-LM1 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 Now" button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.

Manage client relationships, develop new business, handle policy renewals, review and bind insurance coverage, mentor staff, and support claims and accounting processes. | Bachelor's degree, 5+ years of Private Client/High Net Worth insurance experience, valid Property & Casualty Insurance License, proficiency in Microsoft Office, and strong communication and organizational skills. | 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: www.alliant.com. Summary Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports the Producer in soliciting new business and identifies account rounding opportunities. Provides mentoring to staff to support the immediate supervisor. • This position is fully remote. Preferred location in Florida or in EST/CST time zones. Essential Duties And Responsibilities • Foster and manage overall relationships with clients, ensuring retention of business and high satisfaction; • Develop new business opportunities for existing clients and prospects; • Initiate renewal process for existing clients, and discuss and create 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 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, 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. Qualifications EDUCATION / EXPERIENCE Associate's Degree, required Bachelor's Degree, required Five (5) or more years of Private Client/High Net Worth insurance experience, required Experience In EPIC, Preferred Valid Property & Casualty Insurance License, required 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 Ability to maintain confidentiality 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 Now" button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, click here.