Senior Commercial Lines Account Manager

Alera Group • Watsonville, CA

175d • $57,000 - $62,000 • Hybrid

About The Position

McSherry & Hudson, an Alera Group company, is looking for a Senior Commercial Account Manager. 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 10 years of related experience
• Current and valid California P&C License
• Technical capabilities (proficiency in Microsoft Office applications, Word/Excel/Outlook)
• 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.
• Assist in mentoring follow teammates.
• Invoice all premium bearing transactions on assigned accounts.

Benefits

• Medical insurance
• Dental insurance
• Life insurance
• Disability insurance
• 401k
• Generous paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Insurance Carriers and Related Activities
• Number of Employees: 1,001-5,000 employees