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Insurance Portfolio Manager

1 month ago

Seattle, Washington, United States Alera Group Full time

Alera Group is a leading insurance brokerage firm seeking an experienced Account Manager to join their Property and Casualty team. As a key member of the team, you will play a crucial role in driving customer satisfaction and retention by delivering timely, consistent, and quality service on your assigned book of business.

Job Summary

We are looking for a skilled Account Manager with experience in property and casualty insurance to manage client relationships, process service requests, and maintain accurate records. The ideal candidate will have strong communication skills, proficiency in MS Office, and experience with Agency Management Systems (AMS). A Resident State Agents License or ability to obtain one within 2 months is required.

About the Role

The Account Manager's primary responsibilities include:

  • Process service requests: Prepare quality submissions to carriers, review and analyze quotations, and prepare professional and accurate proposals for presentation to clients.
  • Maintain accurate records: Review endorsements for accuracy, process premium audits, and assist clients in event of a dispute.
  • Client Relationship Management: Follow-up in a timely and professional manner with all clients, carriers, producers, and peers.
Required Skills and Qualifications

To be successful in this role, you will need:

  • Strong oral and written communication skills.
  • Demonstrated proficiency in MS Office (Word, Excel, Outlook).
  • Agency Management System Experience (AMS Sagitta preferred).
  • Resident State Agents License or ability to obtain one within 2 months.
  • Insurance experience preferred.
Estimated Salary Range

$65,000 - $90,000 per year (depending on experience)

Why Work with Us?

Alera Group is a dynamic and growing organization that values collaboration and innovation. We offer a competitive salary range, opportunities for growth and development, and a collaborative work environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.