Commercial Lines Account Manager Assistant

1 week ago


Lubbock, Texas, United States Alera Group, Inc. Full time
About the Role

Sanford and Tatum, a division of Alera Group, LLC, is seeking a highly skilled Assistant Commercial Lines Account Manager to join our team. As a trailblazer in the risk management industry, we pride ourselves on crafting personalized solutions for our clients.

We value relationships above all else and focus on protecting our clients from risk, ensuring they are well-covered against losses. Our goal is to be a valued partner, working hard to earn the trust and confidence of our clients every day.

Key Responsibilities
  • Provide assistance to account managers and producers in handling and processing new and renewal commercial lines business.
  • Offer in-house customer service to clients as assigned and requested.
Major Responsibilities
  • Coordinate expirations with producers to obtain renewal and/or new business information, maintaining a renewal review spreadsheet.
  • Request bids from carriers, follow up on receipt of proposals, and verify bid specifications.
  • Assist in marketing new and renewal business, determine premiums, prepare presentation packets, and maintain underwriting and marketing information by carrier.
  • Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed.
  • Receive phone calls from clients and companies regarding insurance, claims, or administrative problems.
  • Document service issues and meetings/phone calls with clients.
  • Maintain a suspense system to follow up on outstanding issues, correspondence, reports, and follow up on overdue and suspense items.
  • Be familiar with and follow agency E&O guidelines.
  • Perform special projects at management's request.
Qualifications
  • Must be a self-starter, imaginative, and creative with good communication skills, both verbal and written.
  • Thorough understanding of Property & Casualty underwriting and coverages.
  • Working knowledge of computer systems and previous experience with copier, fax, and other electronics.
  • Minimum 1-year experience in a similar position is desirable. Must be licensed per state requirements.


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