Insurance Account Manager

1 week ago


Danville, Vermont, United States Alera Group Full time
Personal Lines Account Manager

Alera Group is seeking a skilled Personal Lines Account Manager to join our team. As a key member of our organization, you will play a vital role in enhancing our agency's reputation and revenue by delivering exceptional service and proactively managing multi-policy accounts.

Key Responsibilities:
  • Develop and maintain strong relationships with clients to consistently achieve a minimum 94% client retention rate, aiming for 98%.
  • Conduct annual reviews for high-value accounts and multi-policy accounts every three years to ensure optimal coverage and service.
  • Utilize technology and tools to maximize efficiency and streamline processes for yourself and your team.
  • Support internal processes and actively participate in meetings to uphold agency standards and best practices.
  • Ensure thorough and compliant completion of applications, renewals, and endorsements to maintain high levels of customer satisfaction.
  • Foster a collaborative environment and embody the Alera Group brand values, serving as a model for your peers.
Requirements:
  • Bachelor's degree preferred
  • Valid Insurance Producer License or obtain within 6 months
  • Personal lines account management experience
  • In-depth understanding of insurance markets, policies, and products, with the ability to share insights with peers
What We Offer:

Alera Group provides comprehensive benefits to our colleagues, including medical, dental, life, and disability insurance, 401(k), paid time off, and more. We are an equal opportunity employer, committed to diversity and inclusion. If you're a California resident, please review the California Consumer Privacy Act prior to applying.



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