WTI - Commercial Lines Account Manager

Overview

West Texas Insurance Exchange, an Alera Group Company, is looking to add a Commercial Lines Account Manager to ourrapidly growing 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.

As an Account Manager, you will be the main contact for our clients. You will build relationships with your team and clients while assisting them with customer service and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals.

Responsibilities

• Maintain positive client and carrier relationships through clear and effective communication.
• Maintain client files and ensure accurate account information ensuring proper filing, labeling, & accessibility in EPIC.
• Provide excellent customer service by addressing client inquiries, concerns, and requests promptly and professionally.
• Assist the team by quickly responding to policy inquiries through email or phone and providing proactive customer service.
• Assist clients with coverage questions, policy changes, & billing issues.
• Handle certificate requests and review contracts for applicable coverage.
• Process and invoice endorsements & audits in a timely manner.
• Issue and quote premium finance agreements.
• Maintain appropriate service timelines by managing activities and image box in EPIC.
• Provide backup coverage for other account managers and members of your team.
• Assist with overall client/account retention and servicing.
• Perform client service functions in a timely, courteous, and professional manner on a day-to-day basis, to include, but not limited to responding to client questions, researching/investigating coverage/billing questions or issues, and problem solving as required.
• Communicate in a timely, courteous, and professional manner with clients, co-workers, and carriers, to facilitate a productive environment and ensure proper administration of accounts.
• Manage and work with internal non client facing team members within the allowed timeframe to ensure timely delivery.
• Maintain necessary CE credit limit to ensure appropriate P&C license is kept active.
• Ownership of the accuracy of all client materials

Qualifications

• Active Texas Property & Casualty License.
• 2 years of commercial lines account management experience at a brokerage.
• Indio and EPIC knowledge preferred, but not required.
• High school diploma required; some college preferred.
• Strong written and verbal communication, problem-solving, and relationship-building skills.
• Experience collaborating with carriers, vendors, and customers.
• Highly efficient, organized, and self-reliant in managing tasks.
• Proficient in basic math, including decimals and fractions.
• Proficient in Microsoft Office

Additional Information

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. 

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