Relationship Management - Financial Services

Relationship Management – Financial Services

Cumberland Foreside, Cumberland, ME, USA

Posted Thursday, February 26, 2026 at 8:00 AM

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.

This role works with our Seafax team. Office location: 62 U.S. Rte 1, Cumberland Foreside, ME 04110

SUMMARY

This role is the main point of contact for our Services customers and includes responsibility for both the credit and collections functions.

• Consistently deliver world class service to our customers related to credit and accounts receivable management.
• Responsibility for management of customer’s accounts receivable ledger.
• Gather and analyze business data from required sources to assess credit risk and set credit limits.
• Implement and maintain client credit policies and procedures.
• Conduct and document outbound communication to past due buyers.
• Communicate credit decisions and collection strategies to client.
• Develop client contacts and influence credit risk decisions and procedures.
• Create and present external periodic credit and collection reports.
• Manage credit insurance policies and other risk mitigation tools.
• Monitor client sales orders and approve qualifying orders on credit terms.
• Collaborate with Seafax’s Sales, Collections and Credit Reporting teams to deliver comprehensive service to our clients.
• Comply with agency management system data standards and data integrity (enters and maintains complete and accurate information).
• Performs other duties as assigned.
• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
• Performs other duties as assigned.

QUALIFICATIONS

Three (3) or more years of related experience

• A sense of ownership in resolving issues through critical thinking.
• Excellent written and oral communication skills.
• Ability to prioritize and plan activities efficiently.
• Ability to adapt to a rapidly changing environment.
• Proficient with Microsoft Office.
• Proficient at working in cross-functional teams both internally and with our clients.
• Good leadership, problem solving and time management skills

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 “Apply Now