Commercial Lines Account Manager

OVERVIEW Alera Group is looking for a Commercial Lines Account Manager who is highly motivated and 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. At the Heist Insurance agency office, our mission is to provide high-quality insurance services in Southern New Jersey and its vicinity with financially strong companies and competitive insurance products. We realize our agency's greatest resources are people. Our intent is to..... * Serve each customer with professionalism, courtesy, value and communication. * Encourage each employee to develop and pursue professional, personal and self-achievement goals. * Approach our community with a proactive spirit and contribute to areas benefiting our quality of life and the environment. Our mission is to build these relationships synergistically to create a profitable existence for our employees, our customers, our companies and our lives. RESPONSIBILITIES Customer Retention & Relationship Management * Maintain a 95% customer retention rate through personalized service. * Foster positive, long-term relationships, consistently achieving high customer satisfaction. * Handle challenging or unsatisfied customers confidently and competently. 25% Account Management & Customer Service * Act as the main point of contact for clients: sell products, resolve issues, answer questions, and educate customers on coverages. * Proactively anticipate service needs and address coverage gaps based on knowledge of the customer's business. * Follow through on client commitments despite obstacles or time pressures. 20% Policy & Coverage Administration * Prepare, present, and review proposals, insurance summaries, submissions, quotes, and schedules. * Process and monitor policy changes, premiums, audits, claims, endorsements, and cancellations. * Ensure timely communication with carriers regarding renewals, quotes, and issues. 15% Account Rounding and Marketing * Achieve annual production goals through account rounding, cross-selling, and identifying referral opportunities. * Explore coverage gaps and recommend solutions, such as risk management tools or additional coverages. * In-house marketer for accounts between $15k and $50k * Work with CL team to gather remarketing info, identify markets, and place 20% Carrier Relations & Market Knowledge * Keep up to date with carrier appetites and market changes. * Place business with preferred carriers and use carrier websites effectively for quoting. 10% Administrative Tasks & Systems Management * Maintain organized computer files, EPIC home screen, and Outlook inbox. * Monitor own work for quality to avoid errors and omissions. 5% Professional Development * Attend sales seminars, meetings, and educational activities to stay informed about industry trends and regulations. 5% QUALIFICATIONS * High school diploma. Bachelor's degree preferred. * Insurance experience required. Commercial insurance experience preferred. * Property & Casualty License required Competencies * Technical capabilities (proficiency in Microsoft Office applications) * Business acumen * Sales and negotiating skills * Organizational skills * Communication proficiency * Collaboration skills * Client focus Physical and Mental Activities This position may include the following physical and mental activities to be performed on a regular basis unless otherwise indicated: * Prolonged sitting at a desk * Use and operation of a computer keyboard, monitors, mouse, and other office equipment. * Attention to detail on tasks such as data entry, document review, and other detailed work. * Ability to effectively manage time, prioritize tasks and meet deadlines. * Ability to analyze problems, identify solutions, and problem-solve individually and in collaboration with others. * Ability to work under pressure, especially during peak times or tight deadlines; ability to adapt to changes in tasks, priorities, or work environment. * Ability to travel [occasionally/frequently] to other offices and/or off-site client meetings is expected for this position. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice. BENEFITS 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 $60K to 70K per year, based on experience. 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. If you're a California resident, please read the"¯California Consumer Privacy Act"¯prior to applying. #LI-DV1 #LI-Remote

Created: 2024-11-25