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Alera Group, Inc. · 4 days ago

Senior Commercial Lines Account Manager

Watsonville, CA

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $115K/yr

7+ years exp

Alera Group, Inc. is seeking a talented Senior Commercial Lines Account Manager for a key hybrid role in their Watsonville, CA office. The role involves coordinating with producers for renewals, assisting in marketing business, and maintaining accurate underwriting information while ensuring timely delivery of documents to clients.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Coordinate expirations with producers to obtain renewal and/or new business information

Assist in marketing new and renewal business by preparing applications, online quoting or submissions, preparing quote comparisons, proposals and/or summaries

Maintain underwriting and marketing information by carrier

Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered to clients in a timely manner

Receive phone calls from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary

Prepare policy change requests, ID cards, evidence of property forms, certificates, binders, premium comparisons, and other insurance documents as needed on assigned accounts

Maintain Agency Management system in an orderly, up-to-date manner with proper documentation including suspense for outstanding orders, reports, etc

Participate in seminars and classes for skill and knowledge development

Qualification

Commercial Lines P&C InsuranceCalifornia P&C LicenseEPICMicrosoft Office SuiteBusiness acumenOrganizational skills

Required

Minimum of 7 years of Commercial Lines P&C Insurance experience

Proven experience partnering with client accounts in the Real Estate and Construction industry

Current and valid California P&C License

Technical capabilities (proficiency in EPIC and Microsoft Office Suite)

Business acumen

Organizational skills

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

Company

Alera Group, Inc.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees