Commercial Insurance Account Manager

4 weeks ago


San Jose, California, United States Alera Group Full time
Account Manager Commercial Lines Job Description

We are seeking a talented and personable Commercial Insurance Account Manager to join our P&C team at McSherry and Hudson, an Alera Group company.

About the Role

This is an exciting opportunity to be part of a company where you have the chance to learn, grow, and make a positive impact. Our team is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

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/or summaries.
  • Maintain underwriting and marketing information by carrier.
  • Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc.
  • Ensure that documents are delivered and/or mailed to clients in a timely manner.
  • Receive phone calls from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary.
  • Prepare policy change requests, ID cards, evidence of property, certificates, binders, premium comparisons, and other insurance documents as needed.
  • Invoice all premium bearing transactions.
  • 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.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner with proper documentation.
  • Keep current on forms and coverage changes through webinars, bulletins, and trade publications.
  • Participate in seminars and classes for skill and knowledge development.
  • Other office duties as assigned or requested by Management.
Requirements

We are looking for a candidate with a minimum of 5 years' commercial lines insurance experience, who is detail-oriented and accurate, and possesses good written and oral communication skills. The ideal candidate should be able to work independently and as part of a team, projecting a positive attitude.

What We Offer

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.

Compensation

$45-$50/hr+

Equal Opportunity Employer

We are an equal opportunity employer and welcome applications from all qualified 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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