What are the responsibilities and job description for the Senior Account Manager position at Alera Group, Inc.?
- Ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for a large/complex book of business
- Pre-Renewal/Renewals - Meeting with Producers, establishing renewal expectations with the client
- Review and analyze quotations received from carriers
- Prepare professional and accurate proposals for presentations to clients
- Prepare professional and accurate summaries for existing clients
- Review endorsements for accuracy
- Perform contract review with respect to insurance requirements
- Order endorsements needed to comply and /or secure additional lines of coverage
- Prepare and deliver timely binders and invoices upon binding of coverage
- Review newly issued policies for accuracy before delivery to clients
- Use company systems and procedures to maintain and prioritize workload
- Maintain certifications and complete assigned training goals
- Maintain current knowledge of underwriting requirements and authority outlined by each carrier
- Lead/perform special projects with guidance from leading level team member
- Identify and convert on account rounding and cross-sell opportunities
- Assist in the training and development of new personal lines employees
- Qualifications:
- Strong oral and written communication skills
- Demonstrates professionalism and responsiveness in communication with clients, carriers, peers
- Solution -oriented service delivery mindset
- Demonstrated proficiency in MS Office - Word, Excel, Outlook
- Agency Management System Experience. EPIC preferred
- Broad industry knowledge and experience
- Strong/Consistent work ethic
- Ability to work independently and manage time effectively
- 5 Years of industry experience
- HNW client experience preferred
- Applicable state P&C Agents license
