Senior Client Manager - Private Client

Alliant Insurance Services•New York, NY

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 new business and identifies account rounding opportunities. Provides mentoring to staff to support the immediate supervisor.

Requirements

Bachelor’s degree or equivalent combination of education and experience
Five (5) or more years of related work experience in Private Client/High Net-Worth insurance
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 the overall relationship with clients, ensuring retention of business and high satisfaction.
Develop new business opportunities for existing clients and prospects.
Initiate the renewal process for existing clients and discuss and create a 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 certificate 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.