Senior New Business Analyst - Private Client Services

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: >.

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