What are the responsibilities and job description for the Commercial Lines Account Executive position at Alera Group, Inc.?
Overview
Alera Group is seeking a Commercial Lines Account Executive to join their Property & Casualty team in Houston, TX. This is a hybrid role.
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 an Account Executive, the focus of this position is to assume a leadership role over select client relationships providing hands on project management for complex assignments, collaborating closely with the internal team to oversee service delivery. The Account Executive will assume accountability for multi-disciplinary projects, including planning/budgeting, assuring the delivery of quality work products, and lead select client-facing activities.
Responsibilities
- Cultivate and maintain executive-level relationships with clients.
- Responsible for overall client strategy. Identify problems, summarize and develop strategic solutions that incorporate the client’s mission and vision.
- Coordinate service delivery within the organization to ensure exceptional client satisfaction.
- Execute overall client strategy and ensure high level of client satisfaction and exceptional service delivery through education on products, processes, and services and communication around due dates, timelines, and actions needed.
- Manage communications for major, account level changes to clients and participate in regular meetings to track progress as needed.
- Collaborate with marketing teams on program placement for new business and for renewals.
- Assist assigned producers during the sales/renewal processes to ensure exceptional results
- Manage complex issues (conflicting data, client objections, industry trends, carrier issues, etc.) and work to offer solutions to both internal and external stakeholders.
- Communicate with teams to confirm service delivery requirements and manage client expectations. Monitor internal performance to ensure clients’ needs are met in accordance with firm guidelines.
- Prepare sales presentations or proposals to explain product specifications or applications. Partner with other teams to ensure client needs are met and that actions are compliant with federal, state, and local laws and regulations.
Qualifications
- Bachelor’s degree or equivalent combination of education and experience.
- 5 Years Prior Professional Experience working with customers with a successful track record of new business and providing an exceptional experience.
- Property & Casualty Licensure required, designations preferred
- Knowledge of principles and methods for presenting, promoting, and selling products or services.
- Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
- Proficient in MS Office Suite.
- Requires travel to networking, prospect, and client locations.
Benefits
This job requires presence in the office on a hybrid schedule as agreed with the manager.
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.
