Alera Group, Inc. · 3 hours ago

Senior Account Manager

Florida, United States

Full-time

Remote

Mid, Senior Level

2+ years exp

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Employee BenefitsFinancial Services

Hiring Manager

William Zajac

Insider Connection @Alera Group, Inc.

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Responsibilities

Coordinate expirations with Producer/ Account Executive to obtain renewal information.

Maintain expiration control log.

Assist in marketing renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.

Check renewal policies for accuracy in rating, typing, coverage, signatures and input these transactions to generating billing invoices.

Ensure that these items are delivered and/or mailed to client.

Receive phone calls from clients and companies regarding insurance, claims or administrative problems - comply with requests individually and collaboratively with the Producer (when necessary)

Book renewal policies, handle change requests, and cross sell all accounts.

Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.

Prepare renewal packets and complete applications as appropriate in preparation for renewal marketing.

Bill new and renewal agency bill policies in accordance with agency procedures.

Maintain electronic and/or paper files in an orderly up-to-date manner.

Perform special projects at management’s request.

Respond to all emails/phone calls in a timely manner.

Be familiar with and follow Agency E&O guidelines.

Additional tasks as requested by agency management to help make Wilson, Washburn & Forster a great workplace and help the agency grow

Maintain a positive attitude and promote a healthy work environment.

Qualification

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Commercial lines underwritingApplied EPIC