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 Manager will manage multiple OCIP and CCIP insurance programs, overseeing administration, claims, safety/loss control, client coordination, renewals, marketing support, and team training.
Responsibilities
- Supports Producer in developing new business opportunities for existing clients and prospects
- Initiates renewal/extension process for existing clients, and assists marketing team with marketing strategy
- Participates in Broker Selection presentations and RFP responses as appropriate
- Participates in the review of Wrap-Up Proforma from marketing
- Assists with marketing and of programs, including ancillary coverages for the wrap up project(s) (i.e., Builders Risk, Professional, Environmental)
- Serves as Program Manager on Wrap Up accounts and oversees other programs as needed
- Reviews contract documents for appropriate wrap up language. Work with producer to make appropriate recommendations
- Provides assistance with pre-meetings, WrapX software, contractor interfaces, and contractor credit negotiations
- Reviews binders and master policies for accuracy, request midterm changes, extensions, renewals as needed
- Develops Wrap Up Manual for individual projects; develop template for master or subscription programs
- Coordinates Kick Off meeting with the Client, Market, GC/CM (if OCIP) for all new assigned projects
- Participates in first monthly/weekly meeting or call on all new projects; participate in subsequent calls as needed
- Coordinates Claims and Safety Services from others for the Wrap-Up Unit
- Ensures all data is stored appropriately to the server and agency management system
- Prepares quarterly (or as scheduled) performance and stewardship reports
- 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)
Skills
- Bachelor's Degree or equivalent combination of education and experience
- Eight (8) or more years of related work experience
- Valid Insurance license
- Must continue to meet Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Good problem solving and time management skills
- Ability to work within a team
- Good planning, organizational and prioritization skills
- Proficient in Microsoft Office Suite
Benefits
- Remote work arrangement
Company Overview
Company H1B Sponsorship