Commercial Lines Account Manager

4 days ago


Saugus, Massachusetts, United States Alera Group Full time
About Alera Group

Alera Group is a dynamic and collaborative organization that values its employees and strives to create a positive impact in the industry. Our close-knit, family culture is built on mutual accountability and shared success.

Job Summary

We are seeking an experienced Account Manager to provide exceptional day-to-day client service, anticipate client needs, and respond to client and producer questions and issues in a timely manner.

Key Responsibilities:
  • Deliver superior client service by anticipating client needs and responding to client and producer questions and issues in a timely manner.
  • Market and quote new business opportunities generated from producers/advisors with an emphasis on Business Insurance Risk Management.
  • Prepare new business proposals and present them when requested by client or producer.
  • Order and process renewal and change requests with an emphasis on Business Insurance Risk Management.
  • Bind, invoice, premium collect, and file document assigned accounts.
  • Work to ensure the highest level of retention according to agency procedures and standards.
  • Assist clients in the reporting of claims.
  • Maintain accurate policy data in agency management system.
  • Maintain all client documents, phone records, and meeting records in document management system.
  • Consistently document activities and correspondence per agency guidelines.
  • Maintain a courteous and effective relationship with clients, co-workers, insurance carriers, and other business contacts.
  • Actively solicit and process additional lines of coverage on all accounts.
  • Direct assigned Assistant Account Managers in their daily duties.
  • Remain informed regarding industry information, new product information, legislation, coverage, and technology.
Requirements:
  • Bachelor's degree strongly preferred.
  • 5 years prior professional experience in Commercial Lines.
  • Agency experience in a highly automated, risk management focused environment.
  • Licensed in Property & Casualty Insurance in the state of IL.
  • Experience with Microsoft Office Products with proficiency in Word and Excel.
  • Excellent organizational, interpersonal, communication skills, and ability to work in a team environment that will also require working independently.
  • Working knowledge of AMS360 and/or WorkSmart systems a strong plus.
Benefits:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.

Equal Opportunity Employer:

We are an equal opportunity employer and welcome applications from all qualified candidates. 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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