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Client Relationship Manager
2 months ago
At Alera Group, we recognize that skilled and compassionate individuals are crucial to our success. We are currently seeking a proactive and innovative Account Manager to join our Bond team.
Compensation and Benefits:
Alera Group provides a competitive compensation package along with a comprehensive benefits program, which includes medical and life insurance, short and long-term disability coverage, wellness initiatives, section 125 benefits, a 401(K) retirement plan, and vacation time credits.
Client Service Responsibilities:
- Address client service inquiries and manage all activities related to Bond products.
- Anticipate client needs and collaborate with the Risk Management Advisor to deliver exceptional service.
- Engage in special projects as assigned by management.
- Travel for client meetings as necessary.
- Assist in the development and training of team members.
- Conduct audits to ensure quality standards within the Bond Department.
- Ability to interpret financial statements.
- Familiarity with construction bid requirements and specifications.
- Maintain proficiency in client management systems to meet service level standards.
- Manage correspondence and documentation in a timely manner.
- Seek opportunities for personal and professional growth.
- Support team dynamics by fostering strong relationships and sharing valuable insights.
- Establish and nurture relationships with surety underwriters through professional submissions.
- Stay informed about market trends and carrier preferences.
- Demonstrate negotiation skills by understanding the perspective of carriers.
- Exceptional verbal and written communication skills, capable of conveying complex surety concepts to non-industry audiences.
- Ability to prioritize tasks and manage time effectively to meet deadlines.
- Lead by example and inspire others.
- A bachelor’s degree is preferred.
- 2-5 years of experience in a customer service role.
- Proficient in Microsoft Office applications.
- Experience with multiple data management systems.
