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Commercial Lines Insurance Manager
2 months ago
We are seeking a highly skilled Commercial Lines Insurance Manager to join our team at Alera Group. As an Account Manager - Property & Casualty, you will be responsible for ensuring customer satisfaction and client retention by delivering timely, consistent, and quality service.
Key Responsibilities- Process service requests and prepare quality submissions to carriers on behalf of clients or prospects.
- Review and analyze quotations received from carriers and prepare professional and accurate proposals for presentation to our clients.
- Prepare professional and accurate summaries for existing clients and review endorsements for accuracy.
- Process premium audits and assist clients in the event of a dispute.
- Prepare certificates of insurance and perform contract review with respect to insurance requirements.
- Secure premium financing when needed and review newly issued policies for accuracy before delivery to clients.
- 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.
- Conduct monthly 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.
- Resident State Agents License
- Minimum of 3 years Commercial insurance experience
- College degree preferred
- Strong oral and written communication skills
- 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 a leading insurance brokerage firm that offers comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401(k), paid time off, and much more. We are an equal opportunity employer and welcome applications from diverse candidates.