What are the responsibilities and job description for the GEO - Account Manager position at Alera Group, Inc.?
Overview
Alera Group is looking for an Account Manager. 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
- Serve as the expert on a mixed book of commercial lines, managing client service and ensuring requests are fulfilled accurately and promptly.
- Prepare and negotiate renewals, policy changes, and assist producers in acquiring new business.
- Check policies, endorsements, audits, and ratings for accuracy.
- Review, analyze, and market applications to carriers; rate and quote insurance using company software.
- Work with clients to request endorsements and policy changes from carriers.
- Identify client risk exposures and secure or recommend appropriate insurance solutions.
- Perform regular tasks including data entry, document review, time management, problem-solving, and adapting to changes in priorities or deadlines.
Qualifications
- Property & Casualty License Required
- Minimum of 4-5 years of commercial lines account management
- High School Diploma
