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Personal Lines Account Manager
Alera Group Lubbock, TX
$80k-110k (estimate)
Full Time | Insurance 2 Months Ago
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Alera Group is Hiring a Personal Lines Account Manager Near Lubbock, TX

Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add a Personal Lines Account Managerto our team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you’re looking for, this is your chance to be part of an amazing organization!

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.
As a Personal Lines Account Manager at Sanford and Tatum, you will play a vital role in supporting our producers in the handling and processing of new and renewal personal lines business. Additionally, you will be responsible for delivering top-tier customer service to clients, as assigned and upon request.
  • Provide advice and counsel on personal lines matters to clients within an assigned personal lines book of business.
  • Meet daily servicing needs of our clients.
  • Ensure maximum retention of assigned personal lines book of business, and work pro-actively to re-market policies whenever appropriate.
  • Provide outstanding customer experience to the client through communication and willingness to help.
  • Maintain renewal and expiration lists for client policies.
  • Complete quotes on renewing insurance policies through an online rating tool or carrier websites.
  • Round out monoline accounts by offering quotes for additional lines of business.
  • Create auto ID cards.
  • Run various reports, scanning, processing of policies and policy changes.
  • Maintain relationships with carrier underwriters.
  • Be familiar with and follow agency E&O guidelines.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Perform special projects or other duties at management’s request.
  • Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
  • Strong attention to detail is necessary.
  • Must project a positive attitude, be approachable, and exhibit a professional appearance, manner, and demeanor.
  • The candidate must maintain an organized work environment and perform basic math skills (addition, subtraction, multiplication & division).
  • Prior insurance experience is required and a working knowledge of AMS360 is a plus.
  • Candidate must have a General Lines Property & Casualty insurance license per state requirements.
  • Candidate must possess a 'team' mentality and display the ability to successfully work within a team structure.
  • Minimum two years experience in a similar position is desirable.
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.
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Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$80k-110k (estimate)

POST DATE

03/28/2024

EXPIRATION DATE

04/28/2024

WEBSITE

aleragroup.com

HEADQUARTERS

DEERFIELD, IL

SIZE

1,000 - 3,000

FOUNDED

2017

TYPE

Private

CEO

ALAN LEVITZ

REVENUE

$200M - $500M

INDUSTRY

Insurance

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About Alera Group

Alera is an insurance brokerage firm that provides employee benefits, property, casualty insurance, risk and wealth management services.

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The following is the career advancement route for Personal Lines Account Manager positions, which can be used as a reference in future career path planning. As a Personal Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Account Manager. You can explore the career advancement for a Personal Lines Account Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Lines Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Lines Account Manager job description and responsibilities

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Lines Account Manager jobs

Personal Services refers to buildings used to sell services rather than physical goods.

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