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Commercial Lines Account Manager
2 months ago
We are seeking a highly skilled Commercial Lines Account Manager to join our team at Alera Group. As a key member of our organization, you will be responsible for ensuring customer satisfaction and client retention by delivering timely, consistent, and quality service.
Key Responsibilities- Service Request Processing
- Prepare quality submissions to carriers on behalf of clients or prospects.
- Review and analyze quotations received from carriers.
- Prepare professional and accurate proposals for presentation to clients.
- Prepare professional and accurate summaries for existing clients.
- Review endorsements for accuracy.
- Process premium audits and assist clients in the event of a dispute.
- Prepare certificates of insurance.
- Perform contract review with respect to insurance requirements.
- Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.
- Review newly issued policies for accuracy before delivery to clients.
- Client and Carrier Communication
- Follow-up in a timely and professional manner with all clients, carriers, producers, and peers.
- Workload Management
- Maintain and prioritize workload, including work to be handled by Account Assistants.
- Renewal Meetings and Training
- Conduct monthly renewal meetings with producers and other Account Managers on the team.
- Maintain certifications and complete assigned training goals.
- Carrier Knowledge and Compliance
- Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
- Additional Responsibilities
- Perform other duties as assigned by the Team Manager.
- Education and Experience
- Resident State Agents License.
- Minimum of 3 years Commercial insurance experience.
- College degree preferred.
- Skills and Qualifications
- Strong oral and written communication skills.
- Previous experience in Worker's Comp.
- Demonstrated proficiency in MS Office: Word, Excel, Outlook.
- Agency Management System Experience. AMS Sagitta preferred.
- Strong work ethic – timely follow-up, team-oriented, proactive, detail-oriented, and dependable.
- Ability to work independently.
Alera Group is an equal opportunity employer. We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more. We are committed to creating a diverse and inclusive work environment that values and respects all employees.
