Senior Commercial Lines Account Manager - Alera Group

OVERVIEW

Alera Group is looking for a Sr. Commercial Lines Account Manager to provide assistance to Account Executives and Producers in client service initiatives and handling and processing renewal of commercial lines business.

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.

Wilson, Washburn and Forster Insurance, an Alera Group company is a full service property and casualty insurance agency. Agency principals have over 60 years combined experience. Customer service reps and support staff have an average agency tenure of almost 20 years. Ongoing training and education keep us at the top of our industry.

RESPONSIBILITIES

• Coordinate expirations with Producer/ Account Executive to obtain renewal information.
• Maintain expiration control log.
• Assist in marketing renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
• Large Accounts:
  • check renewal policies for accuracy in rating, typing, coverage, signatures and input these transactions to generating billing invoices.
    • ensure that these items are delivered and/or mailed to client.
• Receive phone calls from clients and companies regarding insurance, claims or administrative problems:
  • comply with requests individually and collaboratively with the Producer (when necessary)
  • book renewal policies, handle change requests, and cross sell all accounts.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.
• Prepare renewal packets and complete applications as appropriate in preparation for renewal marketing.
• Bill new and renewal agency bill policies in accordance with agency procedures.
• Maintain electronic and/or paper files in an orderly up-to-date manner.
• Perform special projects at management's request.
• Respond to all emails/phone calls in a timely manner.
• Be familiar with and follow Agency E&O guidelines.
• Additional tasks as requested by agency management to help make Wilson, Washburn & Forster a great workplace and help the agency grow
• Maintain a positive attitude and promote a healthy work environment.

QUALIFICATIONS

• Must be a self-starter
• Imaginative and creative
• Good communication skills, both verbal and written.
• Must work well in a team environment as well as individually.
• Thorough understanding of commercial lines underwriting and coverages.
• Minimum two (2) years' experience in similar position desirable.
• Florida 2-20 License
• Experience with Applied EPIC preferred.

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 anequal 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 theCalifornia Consumer Privacy Actprior to applying.





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