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Senior Account Manager

2 months ago


Grand Rapids, Michigan, United States Alera Group Full time
About the Role

Alera Group is seeking a highly skilled Senior Account Manager to join our Property & Casualty team in Grand Rapids, MI. As a Senior Account Manager, you will play a critical role in managing a designated book of business, delivering exceptional service, and driving growth and retention outcomes for our clients.

Key Responsibilities
  • Manage a Designated Book of Business: Oversee a portfolio of clients, providing proactive service and ensuring high retention outcomes.
  • Deliver Exceptional Service: Collaborate with internal and external partners to deliver tailored solutions, marketing strategies, and renewal plans that meet client needs.
  • Drive Growth and Retention: Develop and implement strategies to increase client retention, drive growth, and identify new business opportunities.
  • Lead Renewal Strategy: Develop and execute renewal plans, including marketing approaches, client communication, and deliverables.
  • Coordinate Agency and Alera Capabilities: Ensure seamless delivery of agency and Alera capabilities to clients, aligning with sales process commitments and renewal strategies.
  • Develop and Maintain Strong Underwriter Relationships: Foster partnerships with underwriters, maintaining open communication and collaboration to drive business growth.
  • Negotiate on Behalf of Clients: Build business cases and negotiate with carriers and service providers to secure favorable terms for clients.
  • Collaborate with Account Coordinators: Work closely with Account Coordinators to manage client deliverables, certifications, and other tasks.
  • Lead Adoption and Adherence to Client Deliverables: Model best practices and lead by example, ensuring adoption and adherence to established client deliverables and agency best practices.
  • Provide Meaningful Feedback: Offer constructive feedback in team meetings, one-on-ones, and small groups to drive growth and development.
  • Manage Claim Reporting Client Experience: Ensure timely and fair handling of claims, engaging Loss Control and Claims Consulting teams as needed.
  • Master Internal Client Management Systems: Utilize ImageRight and AMS 360 to manage client relationships and data.
  • Identify and Assist in Developing Cross-Selling Opportunities: Collaborate with colleagues to identify and develop opportunities for cross-selling and upselling.
  • Pursue Personal and Professional Development: Engage in ongoing learning and development to enhance skills and knowledge.
  • Create a Positive Work Environment: Foster a culture of trust, open communication, creative thinking, and cohesive teamwork.
Requirements
  • Advanced Technical Knowledge of Commercial Insurance: Minimum 5 years of experience in commercial insurance, with a strong understanding of underwriting and insurance coverage.
  • Property, Casualty License: Possess a valid Property, Casualty License.
  • Professional Insurance Designation: Hold a professional insurance designation, such as CIC and/or CPCU.
  • Thorough Understanding of Underwriting and Insurance Coverage: Demonstrate a deep understanding of underwriting and insurance coverage principles.
  • Ability to Read, Analyze, Interpret, and Communicate Insurance Coverage: Effectively communicate complex insurance concepts to clients and stakeholders.
  • Demonstrated Ability to Collaborate with Diverse Individuals: Proven ability to work effectively with diverse individuals, including clients, colleagues, and external partners.
  • Ability to Effectively Work with a Large Variety of Internal and External Business Partners: Collaborate with a wide range of internal and external partners to deliver exceptional service and drive business growth.
  • Exceptional Organizational, Attention to Detail, and Time Management Skills: Demonstrate strong organizational, attention to detail, and time management skills to manage multiple priorities and deadlines.
  • Basic Understanding and Use of Microsoft Office Products: Proficient in Microsoft Office products, including Word, Excel, and PowerPoint.
  • Very Strong Verbal and Written Communication Abilities: Excellent verbal and written communication skills, with the ability to articulate complex ideas and concepts.
Compensation and Location
  • Competitive Base Salary: A competitive base salary is offered to the successful candidate.
  • Grand Rapids, MI: The role is based in Grand Rapids, MI, with a hybrid work arrangement.