Client Executive - Private Lines

Alliant West Palm Beach , FL 33409

Posted 2 months ago

With a history dating back to 1925, Alliant Insurance Services is one of the nation's leading distributors of diversified insurance products and services. As one of the 10 largest insurance brokerage firms in the U.S., Alliant operates through a national network of offices providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

More information is available on the company's web site at:


Responsible for providing support to Producers on assigned Personal Lines accounts with additional responsibilities to develop new clients. Upholds communication with both the clients and the carrier underwriters and representatives.


  • Oversees the renewal process on all upcoming renewal policies according to agency procedures;

  • Prepares and submits marketing submissions for new and renewal business in coordination with the Producer;

  • Completes applications, obtains quotes, negotiates premiums, develops coverage comparisons, and prepares proposals and presentations;

  • Communicates the request to bind coverage to the insurance carrier and issues or obtains binder;

  • Verifies the accuracy of issues policies, endorsements, etc.;

  • Requests policy changes and corrections as needed, and processes the policy endorsements when received;

  • Issues insurance certificates, binders and evidence of insurance as needed;

  • Provides advice and information to clients as needed;

  • Accompanies the Producer to client or prospect meetings when requested;

  • Maintains agency client files according to agency procedures;

  • Reports and monitors claims;

  • Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;

  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

  • Other duties as assigned.



Bachelor's degree or equivalent combination of education and experience

Minimum 2 years related work experience in the insurance industry

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal


Excellent verbal and written communication skills

Excellent organizational skills with effective time management skills and strong attention to detail

Strong analytical skills

Ability to work within a team and to foster teamwork

Thorough knowledge of all lines of Personal Lines insurance, especially those products represented through agency (for employee)

Proficient in Microsoft Office Suite

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 "Submit Resume" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

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Client Executive - Private Lines