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Account Manager

2 months ago

NA, United States Alera Group Full time

 

The Account Executive’s primary responsibility is to manage and grow their book of business while building and maintaining strong client relationships focusing on customer satisfaction and retention. They serve as the direct link between the Company and the client, managing day-to-day affairs.  They are expected to independently handle a book of business typically around $3,000,000 with moderate day to day supervision and support.  While the Account Executive’s target account size is generally $50,000 and under in annual revenue, they may occasionally be expected to handle a small number of larger accounts with additional marketing and strategic support. 


  • Essential Functions
    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

    1. Service related to Commercial Property & Casualty book of business:
    • Performs, coordinates and maintains a high level of client service satisfaction and retention.
    • Serves as an insurance advocate and service “point person” for all client requests.
    • Handles all aspects of account management including coordination with Claims and Loss Control resources.
    • Builds, supports and actively cross-sells to help sustain book of business growth.
    • Checks and reviews complex endorsement requests.
    • Reviews and/or facilitates contracts for the appropriate insurance requirements and policy contents.
    • Addresses issues/errors promptly and escalates to management.
    1. Renewal handling and marketing.
    • Prepares and leads strategy meetings and Client Renewal meetings and presentations.
    • Prepares submissions accordingly.
    • Performs quotation reviews.
    • Negotiates with underwriters.
    • Makes proposal preparations.
    1. Ensures complete and accurate agency management system documentation and upkeep in adherence with Company policies and protocols.
    2. Supports producer relationship management and count round-out efforts.
    3. Actively seeks to expand insurance knowledge and maintains licenses.
    4. Performs administrative tasks as needed.

     

    Competencies

    1. Business acumen 
    2. Organizational skills 
    3. Communication proficiency
    4. Collaboration skills
    5. Customer/Client focus
    6. Technical capacity

     

    Supervisory Responsibility
    None

     

    Work Environment
    This job operates in a remote setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, scanners, fax machines, etc.   

    Physical Demands
    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. While performing the duties of this job, the employee is regularly required to talk and hear. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds. Standing, walking, bending, kneeling, stooping, crouching, crawling, etc. for periods of time may be necessary.

    Travel
    Very infrequent travel to other offices and off-site client meetings may be required for this position. 


  • Required Education and Experience

    1. Broker’s license
    2. 10 years of prior experience

    Preferred Education and Experience

    1. Bachelor’s degree in related field, or combination of education and experience.   

    Other
    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice


We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

 

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.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

#LI-DV1

#LI-Hybrid

 

Salary Compensation: $65-85k

PandoLogic. Category:Insurance, Keywords:Underwriter, Location:Melville, NY-11775