Senior Account Manager - Alera Group

Propel (an Alera Group company) is looking for a Senior Account Manager with experience to join their Property and Casualty team. 

The Senior Account Manager’s primary role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for a large/complex book of business. Average book size $750,000-$1,000,000 revenue.

Team Functions:

Each Team will function as a unit, with the leading level team member of Client Executive, Senior Account Executive, Account Executive, or Senior Account Manager coordinating the following. There may be distribution of these functions within a team to utilize each other’s strongest soft skills, enhancing overall team effectiveness.

• Fosters leadership and mentorship of team members.
• Leads staff in maintaining client relationships, motivating performance to ensure client deliverables are consistent with service standards and proper procedures.
• Facilitates a collaborative team environment.
• Participates in staff hiring and separation decisions and advances the training of new team members.
• Approves time-off requests and timesheets for staff, as applicable.
• Approves expense reports within expense authority level

Job Functions:

Serve as primary client service contact for multiple accounts. Primary account management responsibilities include:

• Pre-Renewals/Renewals: Meeting with Producers, establishing renewal expectations with the client. Complete Renewal Acord Applications in Sagitta. Submitting complete and thorough submissions to carrier(s).
• Review and analyze quotations received from carriers.
• Prepare professional and accurate proposals for presentation to clients, including premium/rate/exposure comparisons and premium allocations.
• Prepare loss analysis, loss ratio and loss trending studies.
• 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.
• Help resolve complex COI compliance issues. Order endorsements as needed for compliance and/or securing additional lines of coverage.
• 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
• Use company systems and procedures to maintain and prioritize workload.
• Lead 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.
• Coaching and mentorship of others
• Lead/perform special projects with the advice guidance from leading level team member.
• Identify and convert on account rounding and cross-sell opportunities.
•  

Knowledge and Skills:

• Strong oral and written communication skills
• Demonstrates professionalism and responsiveness in communication with clients, carriers, producers, and peers.
• Solution-oriented service delivery mindset
• Demonstrated proficiency in MS Office: Word, Excel, Outlook
• Agency Management System Experience. AMS Sagitta and ImageRight preferred.
• Strong technical coverage knowledge of commercial lines
• Broad industry knowledge and experience
• Strong/consistent work ethic – timely follow-up, collaborative, proactive, detail-oriented, and dependable
• Ability to work independently and manage time effectively.
• Strong proponent of change that will enhance workflows and CL organization.

Experience and Education:

• Strong oral and written communication skills
• Demonstrates professionalism and responsiveness in communication with clients, carriers, producers, and peers.
• Solution-oriented service delivery mindset
• Demonstrated proficiency in MS Office: Word, Excel, Outlook
• Agency Management System Experience. AMS Sagitta and ImageRight preferred.
• Strong technical coverage knowledge of commercial lines
• Broad industry knowledge and experience
• Strong/consistent work ethic – timely follow-up, collaborative, proactive, detail-oriented, and dependable
• Ability to work independently and manage time effectively.
• Strong proponent of change that will enhance workflows and CL organization.

Please note: Occasional travel to branch office locations, seminars, training, and conferences may be required.

Salary range is $42K to $50K 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.

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

#LI-KL1 

#LI-Hybrid