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Senior Client Manager – Private Client
Alliant Insurance ServicesSenior Client Manager handling relationships with clients in Private Client Services. Developing business opportunities and initiating client renewals for insurance policies.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, business development, and insurance policy analysis. Proficient in negotiating coverage and rates while ensuring compliance with industry standards and maintaining data integrity.
Highest-signal resume keywords
Client Relationship ManagementBusiness DevelopmentInsurance LicenseMicrosoft Office Suite ProficiencyPolicy Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Policy ReviewCoverage Specification DevelopmentMarketing AnalysisProposal PreparationClient Accounting Management
Soft Skills
Excellent Communication SkillsProblem-Solving SkillsOrganizational SkillsInterpersonal SkillsTeamwork
Tools & Technologies
Agency Management System
Certifications & Qualifications
Valid Insurance LicenseContinuing Education Requirements
Industry Keywords
Client RetentionRenewal StrategyRate NegotiationCoverage CustomizationClaims Process
About the role
Key responsibilities & impact- 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 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 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.
- Provide mentoring to staff to support immediate supervisor.
- 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 (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
- Five (5) or more years related work experience
- Valid insurance license
- 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 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. Senior Client Manager – Private Client 🔥 9 minutes ago 🌽 Illinois – Remote ⏰ Full Time 🟠 Senior 🤝 Client Partner Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- 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 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 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.
- Provide mentoring to staff to support immediate supervisor.
- 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 (enter and maintain complete and accurate information).
- Other duties as assigned. 🎯 Requirements
- Bachelor’s degree or equivalent combination of education and experience
- Five (5) or more years related work experience
- Valid insurance license
- 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 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 Client Development Manager 🔥 33 minutes ago U.S. Bank 10,000+ employees 🏦 Banking 💸 Finance 🛡️ Insurance Website LinkedIn All Job Openings Client Development Manager responsible for developing profitable business relationships at U.S. Bank. Identifying opportunities and managing ongoing relationships with clients in a remote position. 🇺🇸 United States – Remote 💵 $104k - $127k / year 💰 $55M Post IPO debt on 2023-10 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Enterprise Client Success Manager – B2B SaaS 🔥 4 hours ago Prompt Therapy Solutions Inc 11 - 50 🏥 Healthcare 💼 Consulting 📦 Logistics Website LinkedIn All Job Openings Enterprise Client Success Manager at Prompt ensuring satisfaction and retention among large therapy customer accounts. Collaborating cross-functionally to deliver exceptional customer value in healthcare technology. 🇺🇸 United States – Remote 💵 $90k - $120k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Client Manager 🔥 6 hours ago Luminare Health 1001 - 5000 🏥 Healthcare 💼 Consulting 📦 Logistics Website LinkedIn All Job Openings Client Manager co-managing client relationships alongside Sales Account Management team at Luminare Health. Ensuring effective delivery of healthcare products and strategies for client satisfaction. 🇺🇸 United States – Remote 💵 $67.6k - $127k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Client Development Manager 🔥 7 hours ago U.S. Bank 10,000+ employees 💼 Consulting 🛡️ Insurance 📦 Logistics Website LinkedIn All Job Openings Client Development Manager fostering profitable business relationships and driving sales for U.S. Bank across remote locations. Focusing on strategic marketing and maintaining customer relations. 🇺🇸 United States – Remote 💵 $104k - $127k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤝 Client Partner Senior Client Success Manager 🔥 8 hours ago Novara 51 - 200 ☁️ SaaS 🤝 B2B 📋 Compliance Website LinkedIn All Job Openings Senior Client Success Manager at Novara focusing on strategic customer partnerships and executive advisory. Leading customer engagement and driving measurable business outcomes. 🇺🇸 United States – Remote 💵 $75k - $85k / year ⏰ Full Time 🟠 Senior 🤝 Client Partner View More Client Partner 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