Client Manager - Private Client Insurance Services
Alliant Insurance Services•Chicago, IL
About The Position
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.
Requirements
- Bachelor’s degree or equivalent combination of education and experience
- Three (3) or more years of Private Client, High Net-Worth experience
- Valid insurance license
- Must continue to meet Continuing Education requirements for license renewal
- 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
Responsibilities
- Foster overall relationship 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
- Participate in the claims process as directed by management
- Notify Producer of pertinent information related to client retention
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
