Personal Lines Account Manager

6 days ago

Tacoma, Washington, United States Alera Group, Inc. Full time
About the Role

We are seeking a highly skilled and experienced Senior Account Manager to join our team at Alera Group, Inc. as a Personal Lines Account Manager. This is a key role that requires a strong understanding of the insurance industry and excellent communication skills.

Key Responsibilities
  • Manage a complex book of business, typically $200,000-$300,000 revenue, and have considerable expertise in handling key accounts.
  • Collaborate with producers where needed and serve as a key resource within a group of account management staff.
  • Respond to formal carrier projects and independently maintain new and existing client relationships with minimal supervision or producer involvement.
Team Functions

As a Senior Account Manager, you will be responsible for leading a team and coordinating the following functions:

  • Fostering leadership and mentorship of team members.
  • Leading staff in maintaining client relationships, motivating performance to ensure client deliverables are consistent with service standards and proper procedures.
  • Facilitating a collaborative team environment.
  • Participating in staff hiring and separation decisions and advancing the training of new team members.
  • Approving time-off requests and timesheets for staff, as applicable.
  • Approving expense reports within expense authority level.
Job Functions

As a Personal Lines Account Manager, your key responsibilities will include:

  • Routinely visiting with clients and functioning as the primary contact for coverage consultation and service issues.
  • Managing the renewal process, including holding internal and external pre-renewal strategy meetings, making decisions with clients on coverage limits and other insurance matters, directing the marketing process, and overseeing the renewal proposal.
  • Interacting with carrier underwriters to negotiate renewal, new business, and remarket quotes.
  • Establishing, implementing, and managing written service timelines and service calendars, ensuring commitments are adhered to, that are in line with client expectations.
  • Participating in client meetings to support retention and sales efforts as requested by producers.
  • Reviewing weekly book of business reports.
  • Advising clients regarding coverage and risk exposures, reviewing contracts and policies, negotiating with carriers to minimize gaps and omissions.
  • Auditing sales executives' books, reviewing for potential gaps in coverage or coverages yet to offer, and ensuring these gaps are addressed.
  • Researching coverage issues, including negotiating with carriers to resolve client needs and expectations.
  • Promptly responding to and resolving customer inquiries and problems.
  • Preparing renewal business opportunities for marketing, submitting clients to selected markets, analyzing proposals and quotes, and negotiating final coverage terms and pricing.
  • Preparing spreadsheets and other complex charts as needed or requested.
  • Monitoring expiration lists and receivables, ensuring financials are within established goals and timelines, facilitating collection of outstanding receivables if necessary.
Qualifications

To be successful in this role, you will need:

  • Ability to work with high net worth clients and understand and identify their unique insurance exposures.
  • Ability to work independently while keeping open communication within the team.
  • Ability to manage sophisticated risk management accounts and non-standard insurance techniques.
  • Extensive knowledge of carriers and industry standard coverage forms.
  • Contributes feedback to company projects within subject matter.
  • Skilled in time management, project management, and delegation.
  • Strong oral and written communication skills, including presentation skills.
  • Full proficiency in MS Office: Word, Excel, Outlook.
  • Agency management systems expertise (AMS Sagitta and ImageRight preferred).
  • Strong work ethic, collaborative, and mentorship.
  • Motivated and able to work independently while communicating openly and frequently with the team.
  • Strong problem-solving and negotiation skills.
  • Strong proponent of change that will enhance workflows and PL organization.
Experience and Education

Requirements include:

  • Minimum 5 years of experience in a senior personal lines account management role (typically 10+ years total insurance experience).
  • Applicable state P&C Agents License.
  • Industry-related certifications expected.
  • College degree preferred, or equivalent experience.

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