Commercial Lines Account Manager

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Job description

Propel, an Alera Group company is looking for a Commercial Lines, Property & Casualty Account Manager with experience in either healthcare, senior-living, hospitality and/or large commercial accounts . 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 collaboration allows us to offer national resources combined with local service.

• Prepare quality submissions to carriers on behalf of client or prospect.
• Review and analyze quotations received from carriers.
• Prepare professional and accurate proposals for presentation to our clients.
• Prepare professional and accurate summaries for existing clients.
• Review endorsements for accuracy.
• Process premium audits and assist client in event of a dispute.
• Prepare certificates of insurance.
• Perform contract review with respect to insurance requirements.
• Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.0
• Review newly issued policies for accuracy before delivery to clients.
• Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
• Maintain and prioritize workload, including work to be handled by Account Assistant.
• Conduct monthly renewal meetings with producer and other Account Managers on the team.
• Maintain certifications and complete assigned training goals.
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
• Perform other duties as assigned by the Team Manager

• Strong oral and written communication skills.
• Previous experience in Worker's Compensation
• Demonstrated proficiency in MS Office Suite
• Agency Management System Experience
  • AMS Sagitta preferred.
• Strong work ethic, timely follow-up, team oriented, proactive, detail oriented, and dependable.
• Ability to work independently
• Resident Insurance License, required
• Minimum of three (3) years commercial lines experience.
• College degree, preferred

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.

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