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Commercial Lines Account Executive

2 months ago

Syracuse, New York, United States Alera Group Full time

Are you seeking a fulfilling career with a company that prioritizes employee development and invests in its workforce? Do you thrive in a collaborative environment, supporting colleagues and delivering exceptional customer service? Are you eager to enhance your understanding of the insurance sector while working with a team that emphasizes strength building, professional growth, and process enhancement? At Alera Group, we are committed to empowering our employee owners and investing in their ongoing training and development.

Alera Group is recognized as a leading insurance agency, celebrated for being a great workplace at both national and local levels.

We provide a comprehensive compensation package along with an extensive benefits offering, which includes medical and life insurance, short- and long-term disability coverage, wellness initiatives, a 401(K) retirement plan, generous paid time off, opportunities for community engagement through charitable projects, and a flexible work environment.



Client Service Responsibilities:
  • Manage client service requests and all related activities concerning Property & Casualty and Life & Accident products.
  • Proactively identify and address the needs of clients and Risk Management Advisors while delivering outstanding and distinctive service.
  • Engage in special projects as assigned by management.
  • Participate in client meetings as necessary.

Technical Skills:
  • Possess a solid understanding of Property & Casualty and Life & Accident insurance products; relevant licenses are preferred.
  • Maintain up-to-date knowledge and demonstrate effective use of our client management systems to ensure compliance with service level standards.
  • Timely management of correspondence as required, including email and client document management.
  • Seek opportunities for personal and professional growth.
  • Support the team by fostering strong relationships and sharing valuable insights and techniques.

Marketing & Negotiation:
  • Establish and nurture relationships with underwriters by submitting professional and comprehensive documentation.
  • Stay informed about market trends and carrier appetites.
  • Demonstrate negotiation skills to achieve favorable outcomes by understanding the carrier's perspective.

Personal Attributes:

Exhibit strong verbal and written communication skills, with the ability to convey insurance concepts to non-industry individuals in straightforward terms. Adapt to shifting priorities and manage time effectively to meet deadlines. Lead by example.

We are an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.