Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
SUMMARY
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.
ESSENTIAL DUTIES AND 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.
QUALIFICATIONS
EDUCATION / EXPERIENCE
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
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
#LI-DR2
#LI-REMOTE We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits |
Alliant Insurance Services
May 12, 2026