Account Manager - Personal Lines

Overview

Propel, an Alera Group company, is looking for a Senior Account Manager in Personal Lines. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

The Senior Account Manager’s primary role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for alarge/complex book of business. Average book size typically $400,000-$450,000

revenue.

• They will serve as primary client service contact for multiple accounts. Primary account managment responsibilities include -
• Pre-Renewal/Renewals - Meeting with Producers, establishing renewal expectations with the client
• Review and analyze quotations received from carriers
• Prepare professional and accurate proposals for presentations to clients, including annual Account Narratives and /or Account Summaries
• Prepare professional and accurate summaries for existing clients
• Review endorsements for accuracy
• Perform contract review with respect to insurance requirements
• Help resolve complex COI compliance issues. When necessary, order endorsements needed to comply and /or securing additional lines of coverage
• Prepare and deliver timely binders and invoices upon binding of coverage
• Review newly issues policies for accuracy before delivery to clients
• Use company systems and procedures to maintain and prioritize workload
• Lead monthly renewal meetings with producer and other Account Managers on the team
• Maintain certifications and complete assigned training goals
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier
• Coaching and mentorship of others
• Lead/perform special projects with guidance from leading level team member
• Identify and convert on account rounding and cross-sell opportunities
• Assist in the training and development of new personal lines employees
  

Qualifications

• Strong oral and written communication skills
• Demonstrates professionalism and responsiveness in communication with clients, carriers, producers and peers
• Solution -oriented service delivery mindset
• Demonstrated proficiency in MS Offce - Word, Excel, Outllok
• Agency Management System Experience. AMS Sagitta and ImageRight preferred
• Broad industry knowledge and experience
• Strong/Consistent work ethic
• Ability to work independently and manage time effectively
• 5 Years of industry experience, including at least 3 at the AM level
• HNW client experience preferred
• Applicable state P&C Agents license
• Industry related certifications expected
• College degree preferred, or equivalent experience
  
  

Benefits

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Hourly range is $36 to $43 per hour.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

 

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