Senior New Business Analyst - Private Client Services

Alliant Insurance Services • Los Angeles, CA

4d

About The Position

Responsible for acting as an agent of broker of qualified new business leads for Private Client Services. On boards prospective clients through program analysis and presentation. Also, responsible for marketing leads and preparing proposals for prospects.

Requirements

• Bachelor's Degree or equivalent combination of education and experience
• Four (4) or more years of Private Client 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 to foster teamwork
• Ability to maintain confidentiality

Responsibilities

• Mentor support staff and serve as product expert as needed.
• Receive and develop new business leads from Producers and/or referral sources.
• Close leads either independently or in conjunction with Producer who presents directly to prospect.
• Analyze exposure base to identify program deficiencies and develop proper marketing strategies.
• Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations.
• Bind coverage, identify deficiencies, and determine appropriate level of coverage.
• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level