Note: The job is a remote job and is open to candidates in USA. Alliant Insurance Services is an insurance brokerage and consulting firm providing risk management and benefits solutions. The Wrap-Up Program Administrator manages OCIP and CCIP wrap-up programs, supports account management and sales activities, develops renewal and marketing strategies, and maintains client relationships. The role also involves preparing proposals, coordinating presentations, resolving service inquiries, and working with carriers, agents, producers, and contractors.
Responsibilities
- Provides administrative support to an assigned group of clients, which includes Wrap-Up accounts
- Supports Producer in developing new business opportunities for existing clients and prospects
- Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
- Analyzes and compares current exposures and develops renewal or new business specifications for marketing
- Reviews and summarizes marketing results and prepares proposals
- Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations
- Resolves customer service inquiries that require research and interactions with carriers or agents
- Conducts marketing, negotiates rates, reviews quotes and coverage’s for competitiveness and accuracy
- Finalizes proposals and presentations in coordination with Producer
- Prepares renewals and client information presentations and assists in preparing Request for Proposal (RFP) responses
- Meets with clients as needed or directed by Producer
- Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned
Skills
- Associates degree or equivalent combination of education and experience
- Four (4) or more years related work experience
- Valid Insurance license
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Advanced planning, organizational and prioritization skills
- Ability to work within a team and to foster teamwork
- Excellent customer services skills, including telephone and listening skills
- Proficient in Microsoft Office Suite
Company Overview
Company H1B Sponsorship