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Commercial Insurance Account Manager

2 months ago

San Jose California, United States Alera Group Full time
About the Role

We are seeking a highly skilled and experienced Commercial Insurance Account Manager to join our team at McSherry and Hudson, an Alera Group company.

Key Responsibilities
  • Coordinate expirations with producers to obtain renewal and/or new business information.
  • Maintain expiration lists.
  • Assist in marketing new and renewal business by preparing applications, 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 and/or mailed 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, certificates, binders, premium comparisons, and other insurance documents as needed.
  • Invoice all premium bearing transactions.
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner with proper documentation.
  • Keep current on forms and coverage changes through webinars, bulletins, and trade publications.
  • Participate in seminars and classes for skill and knowledge development.
  • Other office duties as assigned or requested by Management.
Requirements
  • Must maintain an active/valid California Fire & Casualty Insurance license with minimum 7 years' Commercial Lines Insurance experience servicing middle market to larger complex accounts.
  • Experience with Construction risks is preferred.