Commercial Lines Insurance Account Manager

6 days ago

Watsonville, California, United States Alera Group Full time

About Us

McSherry and Hudson, an Alera Group company, is a leading provider of risk management solutions and customer service. With over 100 years of experience, we have been protecting the assets of our clients with integrity and expertise.

Job Summary

We are seeking a talented and personable Commercial Insurance Account Manager to join our P&C team. As a key member of our team, you will be responsible for delivering outstanding customer service and providing innovative risk management solutions to our clients.

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 summaries
  • Maintain underwriting and marketing information by carrier
  • Check new and renewal policies for accuracy in rating, typing, coverages, limits, etc.
  • Ensure that these items are delivered and/or mailed to clients in a timely manner
  • Receive phone calls/emails or other correspondence from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary
  • Prepare ID cards, evidence of property, certificates, binders, etc. as needed
  • Invoice all premium bearing transactions in a timely and accurate manner
  • 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
  • Follow all agency policies and procedures in the use and documentation of accounts in the Agency management system

Requirements

  • 5+ years experience working directly with Commercial Lines Insurance policies
  • Active P&C license
  • Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable

What We Offer

  • Comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more
  • Competitive compensation package, starting at $45/hr

Equal Opportunity Employer

We are an equal opportunity employer and welcome applications from diverse candidates. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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