MSH - Senior Commercial Lines Account Manager

UNAVAILABLE; Winnipeg; Hybrid; CAD 90,000 - 115,000; Full time

Job summary

Alera Group is seeking a Senior Commercial Lines Account Manager for a new hybrid role. The successful candidate will oversee client renewals, prepare insurance documentation, and maintain accurate underwriting information. Candidates must have at least 10 years of experience and a valid California P&C License. The position offers a competitive salary range of CAD 90K to CAD 115K along with comprehensive benefits including medical and dental insurance.

Benefits

Medical, dental, life and disability insurance

401k

Generous paid time off

Qualifications

• Minimum of 10 years of related experience.
• Current and valid California P&C License.
• Proficiency in Microsoft Office applications (Word, Excel, Outlook).

Responsibilities

• Coordinate expirations with producers for renewal and new business.
• Maintain underwriting and marketing information by carrier.
• Prepare policy change requests and insurance documents.

Skills

Organizational skills

Business acumen

Proficiency in Microsoft Office

Job description

Overview

Alera Group is looking for a talented Senior Commercial Lines Account Manager for a new key hybrid role with our team based out of our Watsonville, CA office location. 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

• Coordinate expirations with producers to obtain renewal and/or new business information
• Assist in marketing new and renewal business by preparing applications, online quoting or submissions, preparing quote comparisons, proposals and/or summaries.
• Maintain underwriting and marketing information by carrier.
• Check new and renewal quotes and policies for accuracy in rating, typing, coverages, limits, etc. Ensure that documents are delivered to clients in a timely manner.
• Receive phone calls from clients and companies regarding questions or requests and comply with the request and/or refer to the producer when necessary.
• Prepare policy change requests, ID cards, evidence of property forms, certificates, binders, premium comparisons, and other insurance documents as needed on assigned accounts.
• Maintain Agency Management system in an orderly, up-to-date manner with proper documentation including suspense for outstanding orders, reports, etc.
• Participate in seminars and classes for skill and knowledge development.

Qualifications

• Minimum of 10 years of related experience
• Current and valid California P&C License
• Technical capabilities (proficiency in Microsoft Office applications, Word/Excel/Outlook.
• Business acumen
• Organizational skills

Additional Information

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 $90K to $115K per year. We're anequal 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 understandwhat personal information we may collect and use as part of your application process.#LI-MM1#LI-Hybrid