Offer summary

Qualifications:

High School diploma or GED required with a minimum of 2+ years of industry-related experience., Property and Casualty license required, with a preference for Personal Lines experience., Applied Epic experience preferred and general knowledge of insurance laws., Working knowledge of Microsoft Office products is necessary..

Key responsabilities:

Coordinate with the Sales team to manage client accounts including new business, renewals, and endorsements.

Provide exceptional customer service and maintain long-term customer relationships.

Address customer concerns promptly and involve other personnel as needed.

Notify the Commercial Lines Manager of any major concerns and actions taken to resolve them.

Job description

Overview

CBM, an Alera Group Company, is looking for a Personal 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.

Responsibilities

Coordinating with the Sales team to follow agency procedures for handling of 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

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

Benefits

Regionally Remote position.

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.

 

 

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