What are the responsibilities and job description for the Commercial Lines Account Manager position at Alera Group, Inc.?
Overview
Trimble-Batjer, an Alera Group Company, is seeking a Commercial Lines Account Manager to join their Property & Casualty team.
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.
As an Account Manager, the focus of this position is to service a commercial lines book of business.
Responsibilities
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.
Trimble-Batjer, an Alera Group Company, is seeking a Commercial Lines Account Manager to join their Property & Casualty team.
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.
As an Account Manager, the focus of this position is to service a commercial lines book of business.
Responsibilities
- Manage and update policy changes based on client requests
- Prepare and issue endorsements
- Issue Certificates of Insurance/Evidence of Insurance
- Create and issue insurance ID cards
- Oversee policy renewals and client communications
- Process audits and prepare reports
- Manage policy cancellations and reinstatements
- Provide accurate quotes for new and existing policies
- Issue insurance binders
- Process and resolve discrepancies in invoicing
- Interact with clients, producers, and carriers to address needs and resolve issues
- Back-Up Duties - Assist with marketing, remarketing, and claims processing as needed
- Must have commercial lines insurance experience (preferably in Texas)
- Property & Casualty License required
- Applied Epic experience is a plus
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.