包装项目管理员

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 managing several OCIP and CCIP wrap-up programs varying in size from small to large. The position requires account management and sales support skills, client relationship management, and occasional interface with the insurance market relationships on existing accounts. This position also requires superior computer skill and ability.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts;
Supports Producer in developing new business opportunities for existing clients and prospects;
Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer;
Analyzes and compares current exposures and develops renewal or new business specifications for marketing;
Reviews and summarizes marketing results and prepares proposals;
Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations;
Resolves customer service inquiries that require research and interactions with carriers or agents;
Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy;
Finalizes proposals and presentations in coordination with Producer;
Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses;
Meets with clients as needed or directed by Producer;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associates degree or equivalent combination of education and experience
Four (4) or more years related work experience
Valid Insurance license
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Excellent verbal and written communication skills
Advanced planning, organizational and prioritization skills
Ability to work within a team and to foster teamwork
Excellent customer services skills, including telephone and listening skills
Proficient in Microsoft Office Suite
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