Account Manager

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Job description

Propel Insurance (an Alera Group company) is looking for an Account Manager with experience to join their Property and Casualty team. For this role, we are looking for someone who wants to grow into a senior position. Generalist experience or Construction experience preferred.

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.

The Account Manager's main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service on their assigned book of business.

• Process service requests:
  • 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.
  • 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

Knowledge and Skills:

• Strong oral and written communication skills.
• Demonstrated proficiency in MS Office: Word, Excel, Outlook.
• Agency Management System Experience. AMS Sagitta preferred.
• Strong work ethic - timely follow-up, team oriented, proactive, detail oriented, and dependable.
• Ability to work independently

Experience and Education:

• Resident State Agents License or ability to obtain one within 2 months.
• Insurance experience preferred.
• College degree preferred.

Salary range is $65K-$90K per year DOE

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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