Client Executive – Private Client Services

Alliant Insurance Services

. Acts as an agent of broker-assigned accounts for Private Client Services, including servicing and/or solicitation activities .

Posted 9/24/2026full-timeRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing private client accounts, including cross-selling customizable coverages and providing claims support. Proficient in client communication, problem-solving, and maintaining accurate agency management data.

Highest-signal resume keywords

Private Client ExperienceValid Insurance LicenseMicrosoft Office Suite ProficiencyCross-Selling StrategiesTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClaims SupportBusiness DevelopmentProposal PreparationPremium NegotiationCoverage EvaluationMarketing Strategy DevelopmentData ManagementFee CollectionApplication Completion

Soft Skills

Excellent Communication SkillsProblem SolvingTime ManagementOrganizational SkillsInterpersonal Skills

Certifications & Qualifications

Insurance LicenseContinuing Education Compliance

Industry Keywords

Private Client ServicesCross-Sell OpportunitiesCoverage PortfoliosClient Trust BuildingTeamwork

About the role

Key responsibilities & impact

Acts as an agent of broker-assigned accounts for Private Client Services, including servicing and/or solicitation activities
Manages book of business and directs the work of a service team
Receives and develops new business leads from Producers and identifies cross-sell opportunities
Handles renewal business and solicits additional lines of coverage
Evaluates client coverage portfolios to implement cross-selling opportunities
Services accounts and provides claims support as needed
Analyzes exposure bases to identify program deficiencies and develops marketing strategies
Completes applications, obtains quotes, negotiates premiums and commissions, and prepares proposals and presentations
Binds coverage, identifies deficiencies, and determines appropriate coverage levels
Meets with clients as needed or directed by the Producer
Reviews accounting history, responds to inquiries, corrects discrepancies, and contacts clients regarding receivable collections
Serves as technical expert and assists department members with complex issues
Handles fee collection and reconciles outstanding balances within 90 days of invoicing
Maintains complete and accurate agency management system data
Performs 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