Posted 1mo ago

Senior New Business Analyst - Private Client Services

@ Alliant Insurance Services
Los Angeles, California, United States
$90k-$135k/yrOnsiteFull Time
Responsibilities:Mentor staff, Receive leads, Close leads
Requirements Summary:Bachelor's degree or equivalent; 4+ years Private Client experience; active insurance license; continuing education for license renewal.
Technical Tools Mentioned:Microsoft Office Suite
Save
Mark Applied
Hide Job
Report & Hide
Job Description

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 

 

Responsible for acting as an agent of broker of qualified new business leads for Private Client Services. On boards prospective clients through program analysis and presentation. Also, responsible for marketing leads and preparing proposals for prospects. 

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES  

 

Mentor support staff and serve as product expert as needed.

 

Receive and develop new business leads from Producers and/or referral sources.

 

Close leads either independently or in conjunction with Producer who presents directly to prospect.

 

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 appropriate level of coverage.

 

Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

 

 

QUALIFICATIONS 

 

Bachelor's Degree or equivalent combination of education and experience

 

Four (4) or more years of Private Client experience

 

Valid Insurance License

 

Must continue to meet Continuing Education requirements for license renewal

  

 

SKILLS

 

Proficient in Microsoft Office Suite

 

Knowledge of 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

 

 

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 Now" 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.

For more information on Alliant Insurance Service's benefits, click here.