Client Relations Specialist

7 days ago


Danville, Vermont, United States Alera Group, Inc. Full time
Job Responsibilities

As a Personal Lines Account Manager with the Alera Group, Inc., you will be responsible for delivering exceptional service to clients, proactively evaluating, advising, and placing coverage to retain existing accounts and attract new ones. You will work closely with clients to understand their goals, issues, and decision-making processes, and will leverage technology to maximize efficiency and productivity.

You will also be responsible for conducting thorough proactive reviews with High Value accounts annually and other multi-policy accounts at least once every three years. In addition, you will support processes, procedures, and agency best practices, actively participating in internal meetings and consistently achieving a minimum of 94% client retention.

The ideal candidate will possess a Bachelor's degree, an Insurance Producer License, and experience in personal lines account management. They will also have excellent communication and organizational skills, a strong sense of urgency, and the ability to handle multiple projects and deadlines.

Estimated salary: $58,000 - $68,000 per year, based on location and experience.


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