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Client Relationship Executive
2 months ago
- Alliant Insurance Services is recognized as one of the leading and rapidly expanding insurance brokerage and consulting firms in the nation.
Alliant is transforming the way our clients approach risk management and benefits, enabling them to seize new opportunities for growth and protection.
SUMMARYThis role is responsible for delivering exceptional customer service and managing the overall service of assigned clients and/or policies, as well as pursuing new business opportunities on existing accounts and supporting Producer-led new business initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES- Identifies the needs of prospective and current clients through thorough exposure analysis;
- Develops tailored program designs to address the identified needs of prospects and clients;
- Prepares and submits marketing submissions for new and renewal business in collaboration with the Producer;
- Creates insurance summaries and proposals as required;
- Communicates binding coverage requests to the insurance carrier and issues or obtains binders;
- Ensures the accuracy of issued policies, endorsements, etc.;
- Requests necessary policy changes and corrections, processing endorsements upon receipt;
- Issues insurance certificates, binders, and evidence of insurance as needed;
- Conducts client and prospect visits as necessary;
- Provides account servicing and claims assistance as required;
- Completes applications, obtains quotes, and prepares proposals and presentations;
- Binds coverage, prepares binders, and delegates certificates;
- Reviews coverage and determines the appropriate level of coverage;
- Reviews client accounting history, addresses accounting inquiries, corrects discrepancies, and contacts clients regarding receivable collections;
- Manages overall client relationships to maintain a high account retention rate;
- Oversees the renewal process for existing business;
- May involve the collection of fees, reconciliation, and resolution of outstanding balances;
- Adheres to agency management system data standards and ensures data integrity;
- Performs other duties as assigned.
EDUCATION / EXPERIENCE
Bachelor's degree or equivalent combination of education and experience. A minimum of four (4) years of relevant experience in the insurance sector. A valid insurance license is required, and candidates must continue to meet Continuing Education requirements for license renewal.
SKILLS- Excellent verbal and written communication abilities;
- Outstanding customer service skills, including telephone and listening capabilities;
- Strong organizational skills, attention to detail, and effective time management;
- Advanced planning and prioritization skills;
- Proficient problem-solving and analytical skills;
- Able to work collaboratively within a team and foster teamwork;
- Ability to maintain cordial and effective relationships with clients, colleagues, carriers, and other business contacts;
- Thorough knowledge of personal lines insurance;
- Proficient in Microsoft Office products.
We are committed to providing comprehensive, high-quality employee programs to meet the needs of our employees now and in the future, including a competitive financial package.
