Insurance Account Manager

2 weeks ago


Montpelier, Vermont, United States Alera Group Full time
Personal Lines Account Manager

Alera Group is seeking a skilled Personal Lines Account Manager to join our team. As a key member of our agency, you will play a crucial role in enhancing our reputation and revenue by delivering exceptional service and proactively managing multi-policy accounts.

Key Responsibilities:
  • Client Retention: Understand client goals and needs to consistently achieve a minimum 94% client retention rate, aiming for 98%.
  • Account Management: Conduct annual reviews for High Value accounts and multi-policy accounts every three years.
  • Process Efficiency: Leverage IT programs and tools to maximize efficiency for yourself and your team.
  • Internal Collaboration: Support internal processes and actively participate in meetings to uphold agency standards.
  • Compliance: Ensure thorough and compliant completion of applications, renewals, and endorsements.
  • Brand Ambassador: Foster a collaborative environment and be seen as a model of the Alera Group brand values.

Requirements:

  • Education: BA/BS preferred
  • License: Valid Insurance Producer License
  • Experience: Personal lines account management experience
  • Insurance Knowledge: In-depth understanding of insurance markets, policies, and products; shares insights with peers

Skills:

  • Communication: Excellent listening and attention to detail
  • Organization: Strong communication and organizational abilities
  • Project Management: Capable of managing multiple projects and deadlines
  • Problem Solving: High sense of urgency
  • Collaboration: Effective problem solver

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, paid time off and much 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, or any other protected class. If you're a California resident, please read the California Consumer Privacy Act prior to applying.



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