Senior Account Manager
2 weeks ago
Senior Commercial Lines Account ManagerLegacy Risk, an Alera Group company, is looking for a Senior Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team joining us may be the perfect fit for youAlera 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.ResponsibilitiesManage a diverse book of medium-to-large commercial accounts, with a primary focus on real estate, handling 1020 accounts averaging $25,000 in revenue, and growing accounts to $1MM+.Build and maintain strong client relationships based on trust, expertise, and superior customer service to ensure high business retention.Collaborate with producers on new and renewal business, providing technical advice, handling coverage issues, and conducting exposure analysis.Demonstrate a deep understanding of policies, coverages, forms, accounting methods, ratings, and claims procedures to effectively support client needs.Utilize the Applied (EPIC) agency system for efficient account management and maintain proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.Communicate effectively with underwriters and insureds, leveraging strong written and verbal skills to negotiate and resolve issues.Stay current with industry trends, maintain a California insurance license, and pursue professional designations.QualificationsMinimum of 7+ years of experience in commercial lines account management, specializing in mid-to-large commercial accounts, with a focus on real estate accounts preferred.Strong knowledge of policies, coverages, forms, accounting methods, ratings, and claims procedures, coupled with excellent rapport-building skills with underwriters and insureds.Proficiency in Applied (EPIC) agency management systems and Microsoft Office Suite (Word, Excel, Outlook), with proven organizational and analytical skills.California insurance license required; professional designations such as CIC, CISR, CPCU, ARM, or CRM are strongly preferred.Additional InformationAlera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.Salary range is $125K to $175K per year.We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.Location Type: Hybrid
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Senior Account Manager
2 weeks ago
Walnut Creek, United States Alera Group, Inc. Full timeOVERVIEW Legacy Risk, an Alera Group company, is looking for a Senior Commercial Lines 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...
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Senior Account Manager
1 week ago
Walnut Creek, CA, United States Alera Group, Inc. Full timeOVERVIEW Legacy Risk, an Alera Group company, is looking for a Senior Commercial Lines 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...
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Senior Account Manager
7 days ago
Walnut Creek, CA, United States Alera Group, Inc. Full timeOVERVIEW Legacy Risk, an Alera Group company, is looking for a Senior Commercial Lines 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...
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Senior Account Manager
2 hours ago
Walnut Creek, CA, United States Alera Group, Inc. Full timeOVERVIEW Legacy Risk, an Alera Group company, is looking for a Senior Commercial Lines 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...
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Senior Accountant
1 week ago
Walnut Creek, United States Navolio & Tallman LLP Full timeJoin to apply for the Senior Accountant role at Navolio & Tallman LLP We are looking for an experienced public accountant for our senior accountant position with at least three years of experience who understands the importance of professionalism, technical excellence, and commitment to the highest industry standards. We offer a comprehensive range of...
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Senior Accountant
1 week ago
Walnut Creek, United States AAA Mountain West Group Full timeSeeking talented professionals for AAA Northern California, Nevada & Utah's corporate offices in Walnut Creek, CA Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period Benefits...
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Senior Account Manager, Group Benefits
2 weeks ago
Walnut Creek, United States Heffernan Insurance Brokers Full timeObjective: The Senior Account Manager position is a lead role that will train, mentor, and assist an assigned account management service team. The Senior Account Manager will provide technical support and education for the service and sales team and assist where necessary in new business sales. Accounts may be fully insured, partially self-funded, or...
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Senior Account Manager
2 weeks ago
Walnut Creek, United States PointCare Full timeSenior Account Manager & Team Lead Location: Remote (US) Reports to: Vice President of Revenue Travel: Occasional for client meetings and company gatherings Salary: $110,000-$120,000 + Benefits About PointCare PointCare is on a mission to ensure everyone has access to healthcare coverage. We're an insurtech software and services company that helps people...
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Senior Personal Lines Account Manager
6 days ago
Walnut Creek, United States Heffernan Network Insurance Brokers Full timeA leading insurance brokerage in Walnut Creek is seeking a Senior Talent Advisor to provide first-class service to clients in insurance and risk management. This role requires managing client accounts, ensuring compliance with insurance guidelines, and maintaining relationships. Ideal candidates will possess strong customer service skills, an active...
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Senior Commercial Lines Account Manager
2 weeks ago
Walnut Creek, United States Stone Hendricks Group Full timeA growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing Commercial Lines team. This role is ideal for someone who thrives on managing complex accounts in real estate, development, and related industries. This is not a sales role—it's a high-touch service and strategy position focused on long-term...
