What are the responsibilities and job description for the HRG - Personal Lines Account Manager position at Alera Group, Inc.?
Overview
Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add a Personal Lines Account Manager to our team!
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.
At Sanford & Tatum, we take pride in the fact that we’ve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies. The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they’re well covered against losses – both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It’s about keeping their best interests at heart. It’s about demonstrating a higher level of caring.
Responsibilities
- Deliver exceptional customer service through clear communication and a helpful approach.
- Manage renewal and expiration lists for client policies and process quotes via rating tools or carrier websites.
- Offer additional coverage options to monoline accounts to expand business opportunities.
- Generate auto ID cards and handle policy processing, changes, and report management.
- Maintain strong relationships with carrier underwriters and adhere to agency E&O guidelines.
- Keep electronic and paper files organized and up to date.
- Complete special projects or other tasks as assigned by management.
Qualifications
- 2 years of experience in a similar position.
- Self-starter with creativity, strong verbal and written communication skills.
- Detail-oriented with strong organizational skills and basic math proficiency.
- Professional, approachable demeanor with a positive attitude.
- Prior insurance experience required; AMS360 knowledge is a plus.
- General Lines Property & Casualty insurance license required; team-oriented mindset.
Additional Information
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.
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