Results-Driven Insurance Account Manager

7 days ago


Cleveland, Ohio, United States Alera Group Full time

Alera Group is a dynamic insurance brokerage firm seeking a highly skilled and experienced Insurance Account Manager to join our Property & Casualty team in the Cleveland, Ohio area.

About Alera Group

We are a rapidly growing company with a strong commitment to our clients' success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. Our nationwide network of offices enables us to provide national resources combined with local service, fostering a collaborative environment that drives innovation and excellence.

Job Summary

The successful candidate will be responsible for servicing a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines. This role requires exceptional customer service skills, professionalism, and a deep understanding of insurance markets, policies, and products.

Key Responsibilities:
  • Deliver exceptional service to enhance our agency's reputation and revenue by achieving a client retention rate of at least 94%, with a goal of reaching 98%.
  • Conduct annual reviews for high-value accounts and multi-policy accounts every three years to ensure client satisfaction and retention.
  • Utilize IT programs and tools effectively to enhance efficiency for both individual and team tasks.
  • Support internal processes and actively contribute in meetings to maintain high agency standards.
  • Ensure accurate and compliant completion of applications, renewals, and endorsements, upholding the highest levels of professionalism.
Requirements

To be successful in this role, you must have:

  • At least 2 years of experience in Personal Lines account management.
  • A valid Insurance Producer License.
  • A deep understanding of insurance markets, policies, and products, with a willingness to share insights.
  • Exceptional listening, communication, and organizational skills.
  • Ability to manage multiple projects and deadlines efficiently.
  • A high sense of urgency and strong problem-solving capabilities.
Benefits

We offer comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off, and much more. The salary range for this position is $55K to $65K per year, depending on experience.

Equal Opportunity Employer

Alera Group is 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, or any other protected class.



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