Property and Casualty Account Manager

6 days ago


Columbia, South Carolina, United States Alera Group Full time
About the Role

Alera Group is seeking a Commercial Lines Account Manager to join our team in Columbia, South Carolina. As a key member of our organization, you will be responsible for ensuring customer satisfaction and client retention by delivering timely, consistent, and quality service.

Key Responsibilities
  • Process Service Requests:
    • Prepare quality submissions to carriers on behalf of clients or prospects.
    • Review and analyze quotations received from carriers.
    • Prepare professional and accurate proposals for presentation to clients.
    • Prepare professional and accurate summaries for existing clients.
    • Review endorsements for accuracy.
    • Process premium audits and assist clients in the event of a dispute.
    • Prepare certificates of insurance.
    • Perform contract review with respect to insurance requirements.
    • Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.
    • Review newly issued policies for accuracy before delivery to clients.
    • Follow-up in a timely and professional manner with all clients, carriers, producers, and peers.
    • Maintain and prioritize workload, including work to be handled by Account Assistants.
    • Conduct monthly renewal meetings with producers and other Account Managers on the team.
    • Maintain certifications and complete assigned training goals.
    • Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
    Requirements
    • Minimum of 3 years of Commercial insurance experience.
    • Strong oral and written communication skills.
    • Demonstrated proficiency in MS Office: Word, Excel, Outlook.
    • Agency Management System Experience. AMS Sagitta preferred.
    • Strong work ethic – timely follow-up, team-oriented, proactive, detail-oriented, and dependable.
    • Ability to work independently.
    • Resident State Insurance License.
    • College degree preferred.
    What We Offer

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

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


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