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Account Manager

2 months ago

Newport Beach, California, United States Alera Group Full time
Account Manager - Commercial Lines

We are seeking an experienced Commercial Lines Account Manager to join our Property & Casualty team at Armstrong/Robitaille/Riegle, an Alera Group Company.

About the Role

The Account Manager will serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business and be the primary point of contact for clients.

Key Responsibilities
  • Assist in preparing and negotiating renewal documents
  • Rounding out existing coverage lines and soliciting new business
  • Maintaining client databases and records management
  • Project-specific assignments and other responsibilities in support of client satisfaction
  • Respond to client requests in a timely, effective, and professional manner
  • Request endorsements and policy changes to the insurance company
  • Follow up on invoicing discrepancies
  • Set up policy files according to procedure
  • Maintain computer files according to procedure
  • Have knowledge and capability of handling the administrative and technical functions of an assistant if that role should need to be met on the assigned clients
  • Collect new and renewal data on assigned accounts
  • Identify cross-selling opportunities on current clients
  • Keep informed of current marketing conditions and new markets
  • Review and analyze and market applications to carriers following agency procedures
  • Make market recommendations to account executive/producer
  • Negotiate with carriers to create the best combination of coverage and premium
  • Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to insure client/prospects understanding of coverage
  • Perform assigned projects at management's request
  • Attend training and meetings held by the agency
  • Adhere to agency's attendance policy
  • Attend and pass CIC courses with the goal of obtaining the CIC designation in a reasonable time frame
Requirements
  • High school diploma
  • Minimum of two years prior experience as an assistant account manager or account manager in a retail insurance
  • Completion of CISR designation or INS insurance courses
  • Score 80% or more on agency's account manager commercial lines test
  • Fire & Casualty license
Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.

We offer 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.