Commercial Lines Account Executive
About The Position
Capstone , an Alera Group company, is looking for a Commercial Lines Account Executive . We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14 th largest broker of US business . We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaborat ion allows us to offer national resources combined with local service.
Requirements
- NJ Property and Casualty (P&C) Insurance License required
- Customer service oriented - ability to put yourself in the shoes of the customer
- Proficient in Microsoft O365 (i.e. word, excel, etc.)
- Ability to multi-task, prioritize and manage time effectively
- Flexibility to adapt to organizational needs as required
Nice To Haves
- Preferred - 5+ years Commercial Lines experience
- Familiar with Agency Management Systems and Carrier websites is a plus
Responsibilities
- Support the marketing of renewals, drafting and preparing renewal client proposals, as required
- Processing of endorsements
- Issuing certificates, evidences and ID cards
- Maintain and keep current, all bookkeeping systems, database and records
- Processing Non-Pay Cancellations and resolving billing issues
- Providing superior customer support - manage customer needs to a successful and timely resolution
- General miscellaneous tasks as required
Benefits
- medical
- dental
- life and disability insurance
- 401k
- generous paid time off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
