Account Manager

OVERVIEW Todd Associates, an Alera Group company, is looking for a Commercial 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 * Manage and maintain an existing book of client accounts, including processing renewals, endorsements, and cancellations. * Provide technical support to Producers by analyzing client needs, coverage forms, and quotations, and scheduling client appointments. * Prepare and submit applications to carriers, follow up on quotations, and process binders, certificates, policies, and endorsements. * Review audits, verify accuracy of policies and changes, and facilitate corrections between clients and carriers as needed. * Handle incoming mail and phone requests, promptly responding and resolving issues, including cancellation requests. * Identify client exposures to loss and recommend appropriate coverage in coordination with Producers. * Experience designing fund management liability insurance solutions for private equity and hedge fund managers is preferred. * QUALIFICATIONS * College education with 3+ years of insurance experience, or 7+ years of insurance experience, and a Property & Casualty Agent's License. * Strong oral and written communication skills to explain and interpret complex information effectively. * In-depth knowledge of insurance products, markets, and underwriting/rating procedures. * Proficiency in computer and word processing programs, with the ability to manage complex tasks involving abstract and concrete variables. * Strong visual processing skills to interpret written materials and other forms of communication. * BENEFITS This job requires presence in the office on a hybrid schedule as agreed with the manager. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous 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, or any other protected class. If you're a California resident, please read the"¯California Consumer Privacy Act"¯prior to applying. #LI-KB1 #LI-Hybrid

Created: 2025-02-16