Senior Commercial Lines Account Manager

1 day ago


Miami, Florida, United States Alera Group Full time
Job Summary

Alera Group is seeking a highly motivated and experienced Senior Commercial Lines Account Manager to join our team. As a key member of our commercial lines team, you will be responsible for providing exceptional client service, handling renewal business, and working closely with producers and account executives to achieve business objectives.

Key Responsibilities:

  • Coordinate expirations with producers/account executives to obtain renewal information
  • Maintain expiration control log
  • Assist in marketing renewal business, determine premiums, prepare presentation packets, and maintain underwriting and marketing information by carrier
  • Large Accounts: check renewal policies for accuracy in rating, typing, coverage, signatures, and input these transactions to generating billing invoices
  • Ensure that these items are delivered and/or mailed to clients
  • Receive phone calls from clients and companies regarding insurance, claims, or administrative problems: comply with requests individually and collaboratively with the producer (when necessary)
  • Book renewal policies, handle change requests, and cross-sell all accounts
  • Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items
  • Prepare renewal packets and complete applications as appropriate in preparation for renewal marketing
  • Bill new and renewal agency bill policies in accordance with agency procedures
  • Maintain electronic and/or paper files in an orderly up-to-date manner
  • Perform special projects at management's request
  • Respond to all emails/phone calls in a timely manner
  • Be familiar with and follow Agency E&O guidelines
  • Additional tasks as requested by agency management to help make Wilson, Washburn & Forster a great workplace and help the agency grow
  • Maintain a positive attitude and promote a healthy work environment

Requirements:

  • Must be a self-starter
  • Imaginative and creative
  • Good communication skills, both verbal and written
  • Must work well in a team environment as well as individually
  • Thorough understanding of commercial lines underwriting and coverages
  • Minimum two (2) years' experience in similar position desirable
  • Florida 2-20 License
  • Experience with Applied EPIC preferred

Benefits:

  • Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life, and disability insurance, 401k, generous 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


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