Insurance Account Manager

1 day ago


Newport Beach, California, United States Alera Group Full time
Account Manager - Commercial Lines

Armstrong/Robitaille/Riegle, an Alera Group Company, is seeking an experienced Commercial Lines Account Manager to join their Property & Casualty team.

About the Role:

We are looking for a skilled Account Manager to serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business. The successful candidate will be the primary point of contact for clients, responsible for preparing and negotiating renewal documents, rounding out existing coverage lines, and soliciting new business.

Key Responsibilities:

  • Respond to client requests in a timely and professional manner
  • Assist in preparing and negotiating renewal documents
  • Maintain client databases and records
  • Identify cross-selling opportunities on current clients
  • Keep informed of current marketing conditions and new markets
  • Review and analyze market applications to carriers
  • Negotiate with carriers to create the best combination of coverage and premium
  • Prepare quotations, coverage summaries, and proposals
  • Perform assigned projects at management's request
  • Attend training and meetings held by the agency

Requirements:

  • High school diploma
  • Minimum of two years prior experience as an assistant account manager or account manager in a retail insurance
  • Completion of CISR designation or INS insurance courses
  • Score 80% or more on agency's account manager commercial lines test
  • Fire & Casualty license

Work Environment:

The work environment is a normal office setting with controlled temperature and moderate noise level.

We Offer:

Comprehensive benefits, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more.

We're an Equal Opportunity Employer:

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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