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Commercial Lines Account Manager

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Mid-level (2-5 years)
Work from: 
Germany

Offer summary

Qualifications:

Property and Casualty license required, 2+ years of industry experience, High School diploma/GED required, Applied Epic experience preferred, Working knowledge of Microsoft Office.

Key responsabilities:

  • Coordinate with Commercial Sales team
  • Handle new business, renewals, endorsements
  • Address cancellations, audits, billing
  • Provide excellent customer service
  • Build and maintain long-term customer relationships
Alera Group, Inc. logo
Alera Group, Inc. Insurance Large https://www.aleragroup.com/
1001 - 5000 Employees
About Alera Group, Inc.
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services. Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service. Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States. Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office. Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve. We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.
See more Alera Group, Inc. offers

Job description

Overview

*This position is regionally remote for the State of Delaware*

CBM, an Alera Group Company, is looking for a Commercial Lines Account Manager. 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.

The Commercial Lines Account Manager will perform duties independently operating from established directions and instructions. Working within a collaborative team atmosphere for providing exceptional customer experience. Decisions are made within general company policy constraints and insurance laws and require independent decision-making

Responsibilities

  • Coordinating with Commercial Sales team to follow agency procedures for handling of commercial client accounts related to -
    • New Business
    • Renewals
    • Endorsements
    • Cancellations
    • Audits
    • Billing/Financing
    • Certificates/EPI/Schedules of Insurance/Auto ID Cards
    • Payments
  • Customer Service
    • Provide an exceptional customer experience. Communicate with internal and external customers in a friendly, professional, and patient manner.
    • Perform all duties with the goal of building and maintaining long-term customer relationships.
    • Immediately address any customer’s concern. Request involvement of other firm personnel as required. Notify Commercial Lines Manager of any major concerns and the action taken to resolve
Qualifications

  • Property and Casualty license required
  • Commercial Lines experience required
  • High School diploma/GED required with minimum of 2+ years of industry related experience
  • Applied Epic experience preferred
  • General knowledge of insurance laws
  • Working knowledge of Microsoft Office products.

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 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.

 

 

1

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Project CollaborationCustomer Relationship ManagementInsurance LawProperty And Casualty Underwriting

Other Skills

  • Verbal Communication Skills
  • Microsoft Office
  • Customer Service
  • Decision Making
Are you interested?

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