Client Executive

Alliant Insurance Services

Client Executive managing assigned accounts for high net worth insurance services. Responsible for business leads, renewals, and client servicing activities.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing Private Client Services, including business development, account servicing, and claims support. Proficient in analyzing client coverage portfolios and implementing effective marketing strategies while ensuring compliance with insurance regulations.

Highest-signal resume keywords

Private Client ExperienceValid Insurance LicenseMicrosoft Office Suite ProficiencyCross-Selling Opportunities DevelopmentClaims Support

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business DevelopmentAccount ServicingCoverage AnalysisProposal PreparationPremium NegotiationData Integrity ManagementMarketing Strategy DevelopmentClient Portfolio ManagementFee CollectionApplication Completion

Soft Skills

Excellent Communication SkillsProblem-Solving SkillsTime Management SkillsOrganizational SkillsInterpersonal Skills

Certifications & Qualifications

Bachelor's DegreeContinuing Education for License Renewal

Industry Keywords

Private Client ServicesHigh Net Worth InsuranceInsurance CoverageClient Trust BuildingTeam Collaboration

About the role

Key responsibilities & impact

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
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.

Requirements

What you’ll need

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
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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Alliant Insurance Services Website LinkedIn All Job Openings 10,000+ employees Founded 1925 🛡️ Insurance 🤝 B2B 💼 Consulting 💰 $690M Debt Financing - Alliant Insurance Services on 2019-10 Insurance
B2B
Consulting Alliant Insurance Services is a national insurance brokerage and risk-management firm that provides property & casualty insurance, employee benefits consulting, reinsurance, claims assistance, disaster preparedness and recovery, captive insurance, and a range of industry-specific risk solutions (e. g. , agribusiness, aviation, construction, cyber, energy, healthcare, real estate & hospitality, transportation). The firm emphasizes benefits consulting and human capital services in addition to traditional brokerage, and positions itself as a full-service advisor for commercial clients. Alliant is one of the largest brokers in the U. S. , noting roughly $5. 7B in revenue and $55B+ in premiums, and is ranked among the top brokers nationally and globally. Client Executive 🔥 3 minutes ago 🇺🇸 United States – Remote ⏰ Full Time 🟠 Senior 🔴 Lead 🧑‍💼 Account Executive Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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
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. 🎯 Requirements
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
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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Mid-Market Account Executive 🔥 4 minutes ago Teleport 201 - 500 🔒 Cybersecurity ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Mid-Market Account Executive at Teleport managing full sales cycle for mid-sized organizations. Fostering open source community and navigating complex deals in an AI-driven infrastructure. 🇺🇸 United States – Remote 💵 $200k - $225k / year 💰 $110M Series C - Teleport on 2022-05 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑‍💼 Account Executive 🦅 H1B Visa Sponsor Sales Representative I 🔥 14 minutes ago Minigrip 201 - 500 🏥 Healthcare 🏭 Manufacturing 💊 Pharmaceuticals Website LinkedIn All Job Openings Sales Representative I responsible for selling building products while managing key accounts and developing client relationships 🇺🇸 United States – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑‍💼 Account Executive Outside Sales Representative 🔥 14 minutes ago Google Fiber 501 - 1000 📡 Telecommunications Website LinkedIn All Job Openings Outside Sales Representative engaging with Nashville residents for GFiber internet services. Building customer relationships and managing lead pipelines while promoting industry-leading internet connectivity. 🇺🇸 United States – Remote 💵 $30k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑‍💼 Account Executive 🗣️🇪🇸 Spanish Required Account Executive 🔥 17 minutes ago Vitu 1001 - 5000 🚘 Automotive ☁️ SaaS 🏛️ Government Website LinkedIn All Job Openings Account Executive providing training and white glove service for Vitu's vehicle-to-government solutions. Supporting dealership personnel and ensuring compliance with DMV regulations in assigned California territory. 🇺🇸 United States – Remote 💵 $70k - $75k / year 💰 Series unknown on 2015-02 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🧑‍💼 Account Executive Senior Territory Account Executive – Sales, Account Management 🔥 18 minutes ago MoneyGram 1001 - 5000 💳 Fintech ₿ Crypto 👥 B2C Website LinkedIn All Job Openings Senior Territory Account Executive responsible for maximizing revenue and developing sales in retail. Collaborate and execute sales strategies within designated territory while promoting MoneyGram products. 🇺🇸 United States – Remote 💰 Corporate round on 2023-09 ⏰ Full Time 🟠 Senior 🧑‍💼 Account Executive 🗣️🇪🇸 Spanish Required View More Account Executive Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs