Client Executive - Private Client

Posted Thursday, June 25, 2026 at 7:00 AM 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 Acts as an agent of a broker assigned accounts for Private Client Services, including servicing and/or solicitation activities. Manages the book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Receive and develop new business leads from Producers, or identify and develop cross-sell opportunities. Responsible for renewal business and soliciting additional lines of coverage. Evaluate assigned client coverage portfolio to implement cross-selling opportunities and solicitation of additional lines of coverage. Service account and provide claims support as needed. Analyze exposure base to identify program deficiencies and develop proper marketing strategies. Complete applications, obtain quotes, negotiate premiums and commissions, and prepare proposals and presentations. Bind coverage, identify deficiencies, and determine the appropriate level of coverage. Meet with clients as needed or as directed by the Producer. Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections. Serve as a technical expert and assist department members in resolving complex issues. Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing. 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 Eight (8) or more years of experience in the Private Client/High Net Worth insurance space required Private Client experience required Valid insurance license required Must continue to meet Continuing Education requirements for license renewal SKILLS Proficient in Microsoft Office Suite Knowledge of a 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 #LI-DR2 #LI-REMOTE 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 [email protected] For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits