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Account Representative

2 months ago

Seattle, Washington, United States Alera Group Full time

About the Role:

Alera Group is seeking a highly skilled Account Specialist to join our Builders Risk team. As an Account Specialist, you will play a critical role in ensuring customer satisfaction and client retention by delivering timely, consistent, and quality service to our Account Managers and Account Executives.

Key Responsibilities:

  • Process service requests and manage the Builders Risk expiration list to ensure all policy extensions are quoted and bound as needed.
  • Update systems, invoice, and issue amended certificates for each extended policy.
  • Assist in preparation of quality Builders Risk submissions to carriers.
  • Assist in reviewing and analyzing quotations received from carriers.
  • Assist in preparation of professional and accurate Builders Risk proposals.
  • Request and review endorsements for accuracy.
  • Process premium audits and assist Account Managers or Account Executives in the event of a dispute.
  • Prepare certificate templates and issue certificates.
  • Perform contract review with respect to Builders Risk insurance requirements and help educate clients regarding coverage needed.
  • Prepare and deliver timely binders and invoices upon binding of coverage.
  • Secure premium financing when needed.
  • Perform final policy checks before delivery to clients.
  • Quote online small business policies.
  • Follow up in a timely and professional manner with all clients, carriers, producers, and peers.
  • Maintain and prioritize workload, including work to be handled by Account Assistants.
  • Participate in renewal meetings with producers and other Account Managers on the team.
  • Maintain certifications and complete assigned training goals.
  • Maintain current knowledge of underwriting requirements and authority outlined by each carrier in the Builders Risk portfolio.
  • Manage inbox to perform bid reviews.
  • Support Personal Lines VIP Builders Risk needs.

Requirements:

  • Minimum 1+ years industry experience.
  • Resident State's Agents License.
  • Industry-related certifications preferred.
  • College degree preferred, or equivalent work experience.
  • Strong oral and written communication skills.
  • Solutions-oriented toward delivering services.
  • Demonstrated proficiency in MS Office: Word, Excel, Outlook.
  • Agency Management System Experience. AMS Sagitta preferred.
  • Strong technical coverage knowledge of commercial lines.
  • Strong work ethic – timely follow-up, team-oriented, proactive, detail-oriented, and dependable.
  • Ability to work independently.

What We Offer:

A competitive salary range of $50,000-$55,000 DOE and a dynamic work environment with opportunities for growth and development.