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Commercial Lines Account Manager
2 months ago
We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at Alera Group. As a key member of our team, you will be responsible for providing exceptional customer service and support to our insureds and sales producers.
Key Responsibilities- Act as liaison between our clients and insurance companies to independently resolve service problems and related issues.
- Assist in the development and obtaining of insurance programs to suit individual customers' business needs, covering a variety of risks.
- Support the marketing of renewals, drafting and preparing renewal client proposals.
- Provide superior customer support, managing customer needs to a successful and timely resolution.
- Process endorsements, supporting payroll audits as required, adding, deleting or updating vehicles on customer accounts, issuing certificates, evidences and ID cards.
- Maintain and keep current, all bookkeeping systems, database and records.
- Support the processing of claims and assure appropriate outcome for the insureds.
- Process Non-Pay Cancellations and resolve billing issues.
- Perform general miscellaneous tasks as required.
- Ability to work in a team environment, but also to make independent decisions in the best interest of our insureds.
- Strong attention to detail.
- Ability to proactively identify issues and critically think through/solve problems.
- Customer service oriented, with the ability to put yourself in the shoes of the customer.
- Proficient in Microsoft O365 (i.e. Word, Excel, etc.).
- Familiar with Agency Management Systems and Carrier websites.
- Experience working with carrier underwriters.
- Strong verbal and written communication and presentation skills.
- Ability to multi-task, prioritize and manage time effectively.
- Flexibility to adapt to organizational needs as required.
- High School diploma or equivalent required.
- Preferred - 3+ years Commercial Lines experience.
- NJ Property and Casualty (P&C) Insurance License.