Client Executive

Alliant Insurance Services

. Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities .

Posted 10/30/2026full-timeRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client accounts, developing cross-sell opportunities, and providing claims support while ensuring compliance with insurance regulations. Proficient in analyzing client portfolios and implementing marketing strategies to enhance coverage offerings.

Highest-signal resume keywords

Bachelor's DegreeValid Insurance LicensePrivate Client ExperienceMicrosoft Office Suite ProficiencyEight Years Related Work Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cross-SellingClaims SupportPortfolio AnalysisProposal PreparationCoverage BindingAccounting ReviewFee CollectionData Integrity ManagementMarketing Strategy DevelopmentClient Coverage Evaluation

Soft Skills

Excellent Communication SkillsProblem SolvingTime ManagementOrganizational SkillsInterpersonal Skills

Certifications & Qualifications

Continuing Education for License Renewal

Industry Keywords

Private Client Customizable CoveragesAgency Management SystemClient Trust BuildingTeamworkConfidentiality

About the role

Key responsibilities & impact

Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities
Manage renewal business and solicit additional lines of coverage
Evaluate assigned client coverage portfolios to implement cross-selling opportunities and solicit additional coverage lines
Service accounts and provide claims support as needed
Analyze exposure bases to identify program deficiencies and develop marketing strategies
Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations
Bind coverage, identify deficiencies, and determine appropriate coverage levels
Meet with clients as needed or as directed by the Producer
Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients regarding receivable collections
Serve as technical expert and assist department members with complex issues
Collect fees and reconcile and resolve outstanding balances within 90 days of invoicing
Maintain complete and accurate information in accordance with agency management system data standards and data integrity requirements
Direct the work of a service team
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Eight (8) or more years related work experience
Private Client experience preferred
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