ORI - Assistant Account Manager P&C

Overview

Alera Group is looking for a Commercial Lines Assistant 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 14th 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.

This position’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction. The Assistant Account Manager will assist one or more Account Executives in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to other departments as needed, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.

Responsibilities

• Adhere to all operational policies/processes to ensure client satisfaction and delivery of quality products and services to manage client expectations and meet unique client needs.
• Set up and maintain accurate and complete client data in the client relationship management database (CRM), including documentation and management of action items and client communications according to the procedure.
• Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to the procedure.
• Carry out any other duties/responsibilities/projects as determined by company leaders.
• Maintain the highest level of security and confidentiality regarding corporate and client-related information.
• Respond to clients and account executive/producer requests in a timely, effective and professional manner.
• Request endorsements and policy changes from the insurance company.
• Identify cross-selling opportunities with current clients.
• Negotiate with carriers to create the best combination of coverage and premium.
• Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure client/prospects' understanding of coverage.

Qualifications

• High School Diploma.
• Minimum of 2 Years Prior Professional Experience as a Customer Service Representative, Sales, or Account Manager in a retail insurance agency.
• Property & Casualty license.
• CISR or CIC designations, preferred.
• Exceptional verbal, written, and communication/people skills.
• Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
• Proficient in MS Office Suite.
• Can work independently and see initiatives or issues through to completion.
• Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.