Senior Client Manager - Private Client Group

Alliant Insurance Services•Greenwich, CT

About The Position

Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. Supports Producer in soliciting of new business and identifies account rounding opportunities. Provides mentoring to staff to support immediate supervisor.

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
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 and manage 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 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 immediate supervisor
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)
Other duties as assigned