What are the responsibilities and job description for the LEG - Senior Account Manager position at Alera Group, Inc.?
At Legacy Risk, an Alera Group Company, our business continues to grow and we are seeking to add an experienced P&C Account Manager to join our Commercial Lines, the brokerage team.
Legacy Risk & Insurance Services, located in Walnut Creek, CA, is an insurance brokerage company offering risk management and commercial property/casualty insurance services to middle-market commercial clients in the western U.S. We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families.
- The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of five to seven years of insurance agency experience in an account management role.
- Experience managing commercial real estate accounts are preferred.
- A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential.
- This position requires a Bachelor’s degree, professional certification, or equivalent training and education
- Minimum 3 years of work experience in Property & Casualty and customer service.
- Exceptional written and verbal communication skills are required.
- Applied (EPIC) agency system experience is highly desirable.
- Must be proficient in Microsoft Office including, Word, Excel, and Outlook.
- Proven ability to meet deadlines and possess strong analytical and organizational skills.
- A California insurance license is essential.
- Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred.