What are the responsibilities and job description for the PIA - 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.
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'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.
#LI-WZ1
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.
Process Service Requests:
- Prepare quality submissions to carriers on behalf of client or prospect.
- Review and analyze quotations received from carriers.
- Prepare professional and accurate proposals for presentation to our clients.
- Prepare professional and accurate summaries for existing clients.
- Review endorsements for accuracy.
- Process premium audits and assist client in event of a dispute.
- Prepare certificates of insurance.
- Perform contract review with respect to insurance requirements.
- Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.
- Review newly issued policies for accuracy before delivery to clients.
- Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
- Maintain and prioritize workload, including work to be handled by Account Assistant.
- Conduct monthly renewal meetings with producer and other Account Managers on the team.
- Maintain certifications and complete assigned training goals.
- Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
- 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.
- Ability to work independently
- 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.
#LI-WZ1
#LI-Onsite
