Offer summary

Qualifications:

7+ years of experience in commercial lines coverage, particularly in real estate, habitational, and construction., Current CA Property & Casualty insurance license is required., Strong organizational and planning skills to manage multiple tasks effectively., Excellent verbal and written communication skills, along with proficiency in MS Office Suite and TAM..

Key responsibilities:

Manage a current book of business and serve as the primary point of contact for clients.

Handle new and renewal accounts, including submissions, negotiations, and securing coverage.

Ensure client satisfaction by delivering quality products and services that meet client needs.

Identify opportunities to expand the book of business by addressing customer needs and making coverage recommendations.

Job description

Overview

Shomer Insurance, an Alera Group Company is seeking a Commercial Lines Account Manager to join their 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.

The Commercial Lines Account Manager position at Shomer Insurance, an Alera Group Company has the primary responsibility to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction. The ideal candidate will be self-motivated, and work as part of a team while being capable of leadership and mentorship.

Responsibilities

Service as account management on a current book of business.
Handle new/renewals including generating complete and accurate submissions to the various markets, negotiating terms, presenting to the insured, securing coverage with the carrier, invoicing, issuing certificates, and servicing placements.
Ensure client satisfaction and delivery of quality product and services to manage producer & client expectations and meet unique client needs.
Expand book of business by uncovering customer needs/deficiencies and make coverage recommendations.

Qualifications

7+ years prior professional experience with commercial lines coverage, specifically real estate, habitational and construction.
Current CA Property & Casualty insurance license.
Excellent organization and planning skills demonstrating the ability to effectively organize and manage multiple streams of work at a detailed level with little to no direction.
Exceptional verbal, and written communication skills.
Proficient in MS Office Suite and TAM.

Benefits

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

Salary range is $80K to 95K per year.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process

 

 

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