Senior Commercial Lines Account Manager
About The Position
Alera Group is looking for a talented Senior Commercial Lines Account Manager for a new key hybrid role with our team based out of our Watsonville, CA office location. 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 15th 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 collaboration allows us to offer national resources combined with local service.
Requirements
- Minimum of 7 years of Commercial Lines P&C Insurance experience
- Proven experience partnering with client accounts in the Real Estate and Construction industry
- Current and valid California P&C License
- Technical capabilities (proficiency in EPIC and Microsoft Office Suite)
- Business acumen
- Organizational skills
Responsibilities
- Coordinate expirations with producers to obtain renewal and/or new business information
- Assist in marketing new and renewal business by preparing applications, online quoting or submissions, preparing quote comparisons, proposals and/or summaries.
- Maintain underwriting and marketing information by carrier.
- Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered to clients in a timely manner.
- Receive phone calls from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary.
- Prepare policy change requests, ID cards, evidence of property forms, certificates, binders, premium comparisons, and other insurance documents as needed on assigned accounts.
- Maintain Agency Management system in an orderly, up-to-date manner with proper documentation including suspense for outstanding orders, reports, etc.
- Participate in seminars and classes for skill and knowledge development.
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Industry
Insurance Carriers and Related Activities
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
