Senior Client Manager

Alliant Insurance Services

Senior Client Manager serving high net worth clients with a focus on customer service and retention. Managing relationships, developing opportunities, and mentoring staff within Private Client Services.

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Private Client Services, focusing on client relationship management, business development, and insurance policy analysis. Proficient in negotiating coverage and ensuring client satisfaction while maintaining data integrity and compliance.

Highest-signal resume keywords

Private Client ExperienceInsurance Policy AnalysisClient Relationship ManagementBusiness DevelopmentMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Coverage AnalysisPolicy ReviewMarketing NegotiationProposal PreparationClient Accounting Management

Soft Skills

Excellent Communication SkillsProblem-Solving SkillsTime Management SkillsOrganizational SkillsInterpersonal Skills

Industry Keywords

Private Client ServicesHigh Net Worth InsuranceClient RetentionAccount RoundingData Integrity

About the role

Key responsibilities & impact

Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services
Supports Producer in soliciting new business and identifies account rounding opportunities
Provides mentoring to staff to support the immediate supervisor
Foster and manage the overall relationship with clients, ensuring retention of business and high satisfaction
Develop new business opportunities for existing clients and prospects
Initiate the renewal process for existing clients and discuss and create a 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 the client on receivable collections
Provide technical guidance to staff assisting with client needs or procedural issues
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

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience
Five (5) or more years of related work experience in the Private Client/High Net Worth insurance space required
Private Client experience required
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 foster teamwork
Ability to maintain confidentiality

Benefits

Comp & perks

Valid insurance license required
Must continue to meet Continuing Education requirements for license renewal