Senior Commercial Lines Account Manager
Alera Group
Watsonville, CA
Job Description
OVERVIEW
Alera Group
is looking
for a talented
Senior Commercial Lines Account Manager
for a new key hybrid role with our team based out of our Watsonville, CA office location.
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 15
th
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
collaborat
ion
allows us
to
offer
national
resources
combined with local service.
RESPONSIBILITIES
Coordinate expirations with producers to obtain renewal and/or new business information
Assist in marketing new and renewal business by preparing applications, online quoting or submissions, preparing quote comparisons, proposals and/or summaries.
Maintain underwriting and marketing information by carrier.
Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered to clients in a timely manner.
Receive phone calls from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary.
Prepare policy change requests, ID cards, evidence of property forms, certificates, binders, premium comparisons, and other insurance documents as needed on assigned accounts.
Maintain Agency Management system in an orderly, up-to-date manner with proper documentation including suspense for outstanding orders, reports, etc.
Participate in seminars and classes for skill and knowledge development.
QUALIFICATIONS
Minimum of 7 years of Commercial Lines P&C Insurance experience
Proven experience partnering with client accounts in the Real Estate and Construction industry
Current and valid California P&C License
Technical capabilities (proficiency in EPIC and Microsoft Office Suite)
Business acumen
Organizational skills
ADDITIONAL INFORMATION
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 $90K to $115K 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.
#LI-MM1
#LI-Hybrid
Location Type
Hybrid, Remote