Senior Account Manager

5 days ago


Tacoma, Washington, United States Alera Group Full time

Job Summary:

Alera Group is seeking a highly skilled and experienced Senior Account Manager to join our team. As a key member of our Personal Lines division, you will be responsible for managing a complex book of business, collaborating with producers, and serving as a key resource within our account management staff.

Key Responsibilities:

  • Manage a large and complex book of business, typically $200,000-$300,000 revenue
  • Collaborate with producers to ensure client needs are met and exceeded
  • Serve as a key resource within our account management staff, providing expertise and guidance as needed
  • Develop and implement written service timelines and service calendars to ensure commitments are met and client expectations are exceeded
  • Participate in client meetings to support retention and sales efforts, as requested by producers
  • Review weekly book of business reports to identify opportunities for growth and improvement
  • Advise clients on coverage and risk exposures, reviewing contracts and policies to ensure optimal coverage
  • Audit sales executives' books to identify potential gaps in coverage or opportunities for growth
  • Research coverage issues and negotiate with carriers to resolve client needs and expectations
  • Promptly respond to and resolve customer inquiries and problems
  • Prepare renewal business opportunities for marketing, submit clients to selected markets, analyze proposals and quotes, and negotiate final coverage terms and pricing

Requirements:

  • Minimum 5 years of experience in a senior personal lines account management role (typically 10+ years total insurance experience)
  • Applicable state P&C Agents License
  • Industry-related certifications expected
  • College degree preferred, or equivalent experience

What We Offer:

  • A competitive salary range of $90,000-$120,000 DOE
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development


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