Insurance Account Manager

Company: Alera Group
Location: Newport Beach
Posted on: September 27, 2024

Job Description:

Account Manager Job DescriptionWe are seeking an experienced Account Manager to join our Property & Casualty team at Armstrong/Robitaille/Riegle, an Alera Group Company.About the Role:The Account Manager will serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business, providing exceptional customer service and support to clients.Key Responsibilities:

• Respond to client requests in a timely and professional manner
• Prepare and negotiate renewal documents, round out existing coverage lines, and solicit new business
• Maintain client databases and records, and perform project-specific assignments
• Identify cross-selling opportunities and keep informed of current marketing conditions and new markets
• Review and analyze market applications, make market recommendations, and negotiate with carriers to create the best combination of coverage and premium
• Prepare quotations, coverage summaries, proposals, and recommendations to ensure client understanding of coverage
• Perform assigned projects and attend training and meetings held by the agencyRequirements:
  • High school diploma
  • Minimum of two years prior experience as an assistant account manager or account manager in a retail insurance environment
  • Completion of CISR designation or INS insurance courses
  • Score 80% or more on agency's account manager commercial lines test
  • Fire & Casualty licenseWork Environment:The work environment is a normal office setting with controlled temperature and moderate noise level.We Offer:Comprehensive benefits, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and 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.

Keywords: Alera Group, Buena Park , Insurance Account Manager, Executive , Newport Beach, California