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Client Executive - Private Client
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- Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms.
- Acts as an agent of broker assigned accounts for Private Client Services, including servicing and/or solicitation activities.
- Responsible for renewal business and soliciting additional lines of coverage.
- Review accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on receivable collections.
- Handle collection of fees, reconciling and resolving any outstanding balances within 90 days of invoicing.
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