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Account Manager

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Salary: 
50 - 3000K yearly
Experience: 
Senior (5-10 years)
Work from: 
New York (USA), United States

Offer summary

Qualifications:

Broker's license, 10 years of prior experience, Bachelor's degree or equivalent experience.

Key responsabilities:

  • Manage and grow a $3,000,000 book of business
  • Build strong client relationships for retention
  • Handle account management and day-to-day client affairs
  • Prepare and lead strategy and renewal meetings
  • Ensure compliance with company policies and documentation
Alera Group, Inc. logo
Alera Group, Inc. Insurance Large https://www.aleragroup.com/
1001 - 5000 Employees
See more Alera Group, Inc. offers

Job description

Overview

Alera Group is looking for a Account Executive who brings experience and enthusiasm to our Property and Casualty 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 (Business Insurance, July 2024). 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.

Responsibilities

The Account Executive’s primary responsibility is to manage and grow their book of business while building and maintaining strong client relationships focusing on customer satisfaction and retention. They serve as the direct link between the Company and the client, managing day-to-day affairs. They are expected to independently handle a book of business typically around $3,000,000 with moderate day to day supervision and support. While the Account Executive’s target account size is generally $50,000 and under in annual revenue, they may occasionally be expected to handle a small number of larger accounts with additional marketing and strategic support.

  • Service related to Commercial Property & Casualty book of business -
  • Performs, coordinates and maintains a high level of client service satisfaction and retention.
  • Serves as an insurance advocate and service “point person” for all client requests.
  • Handles all aspects of account management including coordination with Claims and Loss Control resources.
  • Builds, supports and actively cross-sells to help sustain book of business growth.
  • Checks and reviews complex endorsement requests.
  • Reviews and/or facilitates contracts for the appropriate insurance requirements and policy contents.
  • Addresses issues/errors promptly and escalates to management.
  • Renewal handling and marketing.
  • Prepares and leads strategy meetings and Client Renewal meetings and presentations.
  • Prepares submissions accordingly.
  • Performs quotation reviews.
  • Negotiates with underwriters.
  • Makes proposal preparations.
  • Ensures complete and accurate agency management system documentation and upkeep in adherence with Company policies and protocols.
  • Supports producer relationship management and count round-out efforts.
  • Actively seeks to expand insurance knowledge and maintains licenses.
  • Performs administrative tasks as needed.

Qualifications

  • Broker’s license
  • 10 years of prior experience
  • Bachelor’s degree in related field, or combination of education and experience.

Benefits

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, paid time off and much more.

Salary range is $65,000 to $85,000 per year, based on experience.

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.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Strategic Planning
  • Administrative Functions

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