Senior Client Manager

2 weeks ago

Chicago, Illinois, United States Alliant Insurance Services Full time
Job Summary

We are seeking a highly skilled Senior Client Manager to join our team at Alliant Insurance Services. As a key member of our Private Client Services team, you will be responsible for providing exceptional customer service and overall service to assigned clients and/or policies.

Key Responsibilities
  • Foster and manage overall relationships with clients to ensure retention of business and high satisfaction.
  • Develop new business opportunities for existing clients and prospects.
  • Initiate renewal processes for existing clients and discuss and create renewal strategies.
  • 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 policies 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 clients 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 producers of pertinent information related to client retention.
  • Provide mentoring to staff to support immediate supervisors.
  • Collect fees, and reconcile and resolve any outstanding balances within 90 days of invoicing date.
  • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).
Requirements
  • Bachelor's degree or equivalent combination of education and experience.
  • Five (5) or more years related work experience.
  • Valid insurance license.
  • Must continue to meet Continuing Education requirements for license renewal.
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.

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