Personal Lines Account Manager

OVERVIEW American Insurance Administrators, Alera Group company is are seeking a motivated Sales and Service Representative to join our team. This position focuses on delivering exceptional service to clients, cross-selling within our existing book of business, and acquiring new clients. The ideal candidate will possess strong organizational skills and a passion for customer service, with a keen eye for detail and a proactive approach to sales. 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 * Quote and sell new Personal Lines Policies, ensuring accurate maintenance of client records in both digital and paper formats. * Cross-sell to existing clients by obtaining expiration dates of policies and maintaining an up-to-date prospect database. * Review and renew coverage for existing accounts, remarketing policies as necessary or upon client request. * Complete and submit change requests, endorsements, and amendments while ensuring accuracy and timely processing. * Maintain comprehensive client files and documentation, adhering to established procedures for account management and customer communication. QUALIFICATIONS * High school diploma or GED (Associate's or Preferred) * Maintain required insurance licensing BENEFITS 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. #LI-AM1

Created: 2024-11-04