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Senior Client Manager - Private Client Group

Alliant Insurance Services · Greenwich, Connecticut, US

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of speci...

Job description

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 Producer in soliciting of new business and identifies account rounding opportunities. Provides mentoring to staff to support immediate supervisor. ESSENTIAL DUTIES AND RESPONSIBILITIES: Foster and manage 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 deve...