Personal Lines Account Manager

1 week ago


Montpelier, Vermont, United States Alera Group, Inc. Full time
Personal Lines Account Manager

Alera Group, Inc. 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:
  • Understand client goals and needs 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.
  • Leverage IT programs and tools to maximize efficiency for yourself and your team.
  • Support internal processes and actively participate in meetings to uphold agency standards.
  • Ensure thorough and compliant completion of applications, renewals, and endorsements.
  • Foster a collaborative environment and be seen as a model of the Alera Group brand values.
Requirements:
  • BA/BS preferred
  • Valid Insurance Producer License
  • Personal lines account management experience
  • In-depth understanding of insurance markets, policies, and products; shares insights with peers
What We Offer:

Alera Group, Inc. offers comprehensive benefits to our colleagues, including medical, dental, life and disability 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, or any other protected class.



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