Commercial Lines Account Manager

OVERVIEW Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add a Commercial Lines Account Manager to our team! 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 Sanford & Tatum, we take pride in the fact that we've always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies. The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they're well covered against losses - both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It's about keeping their best interests at heart. It's about demonstrating a higher level of caring. As a Commercial Lines Account Manager at Sanford and Tatum, you will play a vital role in supporting our producers in the handling and processing of new and renewal commercial lines business. Additionally, you will be responsible for delivering top-tier customer service to clients, as assigned and upon request. RESPONSIBILITIES * Coordinate expirations with producer to obtain renewal and/or new business information. Maintain expiration control log. Request bids from carriers; follow-up on receipt of proposals and verify bid specifications. * Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier. * Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed. * Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure these items are delivered and/or mailed to client. * Invoice and process all policies, endorsements, and audits. Check statements for accuracy at month-end. * Receive phone calls from clients and companies regarding insurance, claims, or administrative problems. * Document service issues and meetings/phone calls with clients. * Maintain a suspense system to follow-up on outstanding orders, correspondence, reports, and follow-up on overdue and suspense items. * Be familiar with and follow agency E&O guidelines. * Maintain electronic and/or paper files in an orderly, up-to-date manner. * Perform special projects at management's request. QUALIFICATIONS * Minimum two years experience in similar position is desirable. * Must be licensed in Property & Casualty (P&C) per state requirements. * Must be a self-starter, imaginative and creative with good communication skills both verbal and written. * Should have thorough understanding of commercial lines underwriting and coverages. * Working knowledge of Windows based computer and Office Suite. BENEFITS 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-KC1 #LI-Onsite

Created: 2025-03-03