What are the responsibilities and job description for the Account Manager position at Alera Group, Inc.?
Overview
Propel, an Alera Group company is seeking a Commercial Lines, Account Manager to join their Property and Casualty team.
This is an in-office/ onsite opportunity located in our newly renovated office in Columbia, South Carolina. The Account Manager’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service. For this opening, previous experience working with a Construction book is preferred.
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
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
Propel, an Alera Group company is seeking a Commercial Lines, Account Manager to join their Property and Casualty team.
This is an in-office/ onsite opportunity located in our newly renovated office in Columbia, South Carolina. The Account Manager’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service. For this opening, previous experience working with a Construction book is preferred.
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
- Prepare quality submissions for clients/prospects and analyze carrier quotations.
- Develop professional, accurate proposals and summaries for new and existing clients.
- Review endorsements and newly issued policies for correctness before client delivery.
- Process premium audits, assist with disputes, and issue insurance certificates.
- Evaluate contracts for insurance compliance and ensure adherence to carrier underwriting guidelines.
- Deliver binders/invoices upon coverage binding and arrange premium financing as needed.
- Conduct renewal meetings, manage workload with assistants, and maintain certifications/training.
- Minimum of 3 years of Commercial insurance experience
- Strong oral and written communication skills.
- Demonstrated proficiency in MS Office - Word, Excel, Outlook.
- Agency Management System Experience. AMS Sagitta preferred.
- Strong work ethic – timely follow-up, team-oriented, proactive, detail-oriented, and dependable.
- Resident State Insurance License
- College degree preferred.
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
