Insurance Account Manager
Company: Alera Group
Location: Newport Beach
Posted on: September 26, 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, Redlands , Insurance Account Manager, Executive , Newport Beach, California
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