Alera Group, Inc. · 8 hours ago

Account Manager

United States

Full-time

Remote

Senior Level, Lead/Staff

$70K/yr - $90K/yr

10+ years exp

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Responsibilities

Service related to Commercial Property & Casualty book of business -

Performs, coordinates and maintains a high level of client service satisfaction and retention.

Serves as an insurance advocate and service “point person” for all client requests.

Handles all aspects of account management including coordination with Claims and Loss Control resources.

Builds, supports and actively cross-sells to help sustain book of business growth.

Checks and reviews complex endorsement requests.

Reviews and/or facilitates contracts for the appropriate insurance requirements and policy contents.

Addresses issues/errors promptly and escalates to management.

Renewal handling and marketing.

Prepares and leads strategy meetings and Client Renewal meetings and presentations.

Prepares submissions accordingly.

Performs quotation reviews.

Negotiates with underwriters.

Makes proposal preparations.

Ensures complete and accurate agency management system documentation and upkeep in adherence with Company policies and protocols.

Supports producer relationship management and count round-out efforts.

Actively seeks to expand insurance knowledge and maintains licenses.

Performs administrative tasks as needed.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Broker's licenseAccount managementClient relationship managementCommercial Property & Casualty knowledgeCommunication proficiencyCollaboration skillsCustomer/Client focus