Account Manager

Alera Group-posted about 1 year ago

$60,000 - $90,000/Yr

Full-time • Mid Level

Portland, OR

Insurance Carriers and Related Activities

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The Account Manager at Propel, an Alera Group company, is responsible for managing a book of business focused on middle market to large commercial accounts in the Property & Casualty sector. This role emphasizes customer satisfaction and client retention through timely and quality service delivery. The position is hybrid, allowing for a mix of remote and in-office work in Portland, OR.

Process service requests and prepare quality submissions to carriers on behalf of clients or prospects.
Review and analyze quotations received from carriers.
Prepare professional and accurate proposals for presentation to clients.
Prepare professional and accurate summaries for existing clients.
Review endorsements for accuracy.
Process premium audits and assist clients in the event of a dispute.
Prepare certificates of insurance.
Perform contract reviews with respect to insurance requirements.
Prepare and deliver timely binders and invoices upon binding of coverage.
Secure premium financing when needed.
Review newly issued policies for accuracy before delivery to clients.
Follow up in a timely and professional manner with all clients, carriers, producers, and peers.
Maintain and prioritize workload, including work to be handled by Account Assistant.
Conduct monthly renewal meetings with producers and other Account Managers on the team.
Maintain certifications and complete assigned training goals.
Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
Perform other duties as assigned by the Team Manager.

Strong oral and written communication skills.
Demonstrated proficiency in MS Office: Word, Excel, Outlook.
Experience with Agency Management Systems, preferably AMS Sagitta.
Strong work ethic - timely follow-up, team-oriented, proactive, detail-oriented, and dependable.
Ability to work independently.
Resident State Agents License or ability to obtain one within 2 months.
Insurance experience preferred.
College degree preferred.

Competitive salary range of $60,000 - $90,000 based on experience.
Hybrid work environment allowing flexibility between remote and in-office work.

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