Commercial Lines Insurance Account Manager

3 weeks ago


Raleigh, North Carolina, United States Alera Group Full time
Key Responsibilities

As a Commercial Lines, Property & Casualty Account Executive at Alera Group, you will be responsible for understanding client needs and reviewing, marketing, negotiating, and correcting their business insurance program to meet those needs.

Key Skills
  • Directly communicate with clients to gather information about their business, project, needs, timelines, and concerns.
  • Meet with Producers, Account Managers, Marketing Representatives, and Underwriters to discuss clients' insurance strategies and solutions.
  • Establish relationships with clients as their primary contact and build a relationship of trust, professionalism, and trusted advisor.
  • Develop submissions, applications, supplementals, loss history, and analysis for clients' review and to market the accounts successfully.
  • Coordinate the marketing and follow-up with carriers to meet timelines and expirations.
  • Review, enter, and update all activities and client information in Applied EPIC.
  • Qualify inbound leads and prospects via phone and email and work directly to write the coverage or refer to other team members.
  • Organize regular client meetings to ensure excellent customer service.
  • Hold virtual and in-person presentations with an end goal of earning a prospect's business.
  • Negotiate terms and conditions with underwriters, brokers, and carrier reps.
  • Prepare and present new and renewal proposals.
  • Attend in-person meetings with clients to discuss coverage, renewals, address concerns, etc.
  • Communicate with clients to answer questions on coverage, claims, procedures, and referrals.
  • Collaborate with key decision-makers to identify opportunities and develop ideas that deliver sales results.
  • Uncover and understand client coverage needs.
  • Attend trade shows and host customer events.
  • Prospect new sales from referrals from existing clients.
Requirements
  • Bachelor's degree, preferred.
  • Property and Casualty license, required.
  • Minimum of five (5) years prior experience (insurance agency or carrier in commercial lines).
  • Proficient in MS Office Suite.
  • Exceptional knowledge of insurance products and plans.
  • Strong organizational skills.
  • Ability to multi-task and balance multiple priorities and obligations.
  • Excellent interpersonal and problem-solving skills.
Benefits

Alera Group offers comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, 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.



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