客户经理
Client Manager
Alliant Insurance Services 是美国最大、发展最快的保险经纪和咨询公司之一。我们通过专业化的全国平台和本地办公室网络开展业务，为客户提供基于创新思维和个性化服务的全面解决方案。Alliant 正在改变客户应对风险管理与福利的方式，使他们能够抓住新机遇，实现组织的增长和保护。更多信息请访问公司网站：www.alliant.com。
职位概述
负责为指定客户和/或保单在私人客户服务中心提供客户服务和整体服务。协助代理获取新业务，并识别账户扩展机会。
主要职责和要求
与客户建立良好关系，确保业务留存和高满意度。为现有客户和潜在客户开发新的业务机会。启动现有客户的续保流程，并讨论并制定续保策略。分析和比较当前风险敞口，制定续保或新业务的规格用于营销。进行营销、协商费率，并审核报价和保障内容以确保竞争力和准确性。独立审核保单并确定适当的保障；识别可能的不足之处。审核和总结营销结果并准备提案。最终确定提案和演示文稿。绑定保险保障并准备保单或委托出具证明书。审核保单的准确性并审核合同。为客户准备保障摘要和/或明细表。审核客户会计历史，回应会计查询，纠正差异，并就应收账款催收联系客户。按照管理层指示参与理赔流程。向代理通报与客户留存相关的重要信息。在开票日后90天内收取费用并核对和解决任何未结余额。遵守代理管理系统数据标准和数据完整性（输入并维护完整准确的信息）。其他指派的任务。
任职资格
教育/经验
学士学位或同等教育和经验组合 三年或以上在私人客户/高净值（HNW）保险领域的相关工作经验 有效的保险执照 必须持续满足执照的继续教育要求
查看英文原文
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 to 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 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 clients 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 related work experience in Private Client/High Net Worth (HNW) insurance 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
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
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Originally posted on Himalayas