What are the responsibilities and job description for the BNS - Personal Lines Account Manager position at Alera Group, Inc.?
Alera Group is seeking a Personal Lines Account Manager to join our team! We are seeking highly motivated colleagues who bring experience and enthusiasm to our organization – 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.
As a Personal Lines Account Manager, your primary responsibility is to serve as the day-to-day expert on a mixed book of personal lines business and be the primary point of contact for clients. You will assist in preparing and negotiating renewal documents, maintaining client databases, records management, project-specific assignments, and other responsibilities supporting the client. In this position, successful candidates need to maintain a positive attitude and provide a high level of support in obtaining, maintaining, expanding and servicing our commercial lines clients.
- Provide customer service by answering phone calls, responding to emails, and providing customer service on our website.
- Manage insurance claims processing by scheduling appointments for new claims writers.
- Maintain insurance policies by reading policies, updating information on the website, filing claims reports, making sure coverage is in place for new clients.
- Work with our agents on new business opportunities by promoting the company’s services.
- Ability to multitask and work independently with minimal supervision
- Ability to work with minimal supervision in a fast-paced environment
- Ability to work in a team environment with a strong sense of teamwork
- Ability to adapt to changing priorities and priorities based on business needs
- Ability to prioritize tasks according to importance and manage multiple projects at one time
- Strong written and verbal communication skills
- Strong computer skills including Microsoft Office Suite (Word, Excel, Outlook) and Google Drive (Docs & Sheets)
- Must be able to pass a background check, and have a valid driver’s license
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous 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, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
