Personal Lines Account Manager

Overview

Alera Group is looking for a Personal Lines 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

As an Account Manager, your primary client service focus will be for high-volume low-touch small personal lines accounts. This work will allow you to continue a career path to Sr. Account Manager, Account Executive and Team Manager.

• Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, binders, billing, correspondence on personal lines accounts
• Respond to client inquiries, incoming mail, company requests, and producer requests in a timely manner
• Identify and convert on account rounding and cross-sell opportunities
• Perform all tasks in accordance with Alera Group and our Carriers’ standards and procedures
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier
• Learn and maintain knowledge of each Carrier’s Service Center Platform
• Help customers identify gaps in coverage, offer solutions, and place coverage
• Update and maintain all client files on our technology platforms
• Maintain knowledge of our carriers’ products, underwriting guidelines, and operating procedures
• Keep current with industry trends and competitive intelligence by participating in department meeting, reading company bulletins, and attending webinars
• Use company systems and procedures to maintain and prioritize workload, including work to be handled by Account Assistant
• Perform other duties as assigned by Team Manager
  
  

Qualifications

Knowledge and Skills -

• Strong oral and written communication skills
• Solutions oriented toward delivering services
• Demonstrated proficiency in MS Office - Word, Excel, Outlook
• Agency Management System Experience. AMS Sagitta and ImageRight preferred
• Strong technical coverage knowledge of personal lines
• Strong work ethic - timely follow-up, team oriented, proactive, detail oriented, and dependable
• Ability to work independently
  
  

Experience and Education -

• 2 years industry experience
• Applicable state P&C Agents License
• Industry related certifications expected
• College degree preferred, or equivalent experience
  
  

Additional Information

This job is expected to be performed on-site in the office.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $55K to $65K per year.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

In-Office