What are the responsibilities and job description for the LEG - Senior Account Manager position at Alera Group, Inc.?
Overview
Alera Group is looking for a Sr. Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
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
- The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of five to seven years of insurance agency experience in an account management role.
- Experience managing commercial real estate accounts are preferred.
- A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential.
Qualifications
- This position requires a Bachelor’s degree, professional certification, or equivalent training and education
- Minimum 3 years of work experience in Property & Casualty and customer service.
- Exceptional written and verbal communication skills are required.
- Applied (EPIC) agency system experience is highly desirable.
- Must be proficient in Microsoft Office including, Word, Excel, and Outlook.
- Proven ability to meet deadlines and possess strong analytical and organizational skills.
- A California insurance license is essential.
- Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred.
