Account Manager

7 days ago


Newport Beach, California, United States Alera Group Full time
Job Title: Account Manager

We are seeking an experienced Account Manager to join our Property & Casualty team at Armstrong/Robitaille/Riegle, an Alera Group Company.

Job Summary

The Account Manager will serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business, providing exceptional customer service and support to clients.

Key Responsibilities
  • Respond to client requests in a timely and professional manner
  • Prepare and negotiate renewal documents, solicit new business, and maintain client databases
  • Request endorsements and policy changes to insurance companies
  • Follow up on invoicing discrepancies and set up policy files according to procedure
  • Maintain computer files and have knowledge of administrative and technical functions
  • Collect new and renewal data on assigned accounts and identify cross-selling opportunities
  • Keep informed of current marketing conditions and new markets, and review and analyze market applications to carriers
  • Negotiate with carriers to create the best combination of coverage and premium
  • Prepare quotations, coverage summaries, proposals, and recommendations for clients
  • Perform assigned projects and 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 environment
  • 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.

Benefits

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

We are an equal opportunity employer and welcome applications from diverse candidates.


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