Account Manager

Alera Group, Inc.; Grand Rapids (MI); Hybrid; USD 65,000 - 70,000; Full time

Job summary

A leading insurance brokerage firm is seeking an Account Manager to manage client accounts and provide technical support. The ideal candidate will have a college education with insurance experience and a Property & Casualty Agent’s License. Skills in communication and knowledge of insurance products are essential. This role is hybrid based in Grand Rapids, MI.

Benefits

Comprehensive benefits including medical and dental

401k

Generous paid time off

Responsibilities

• Manage book of client accounts including renewals and cancellations.
• Provide technical support by analyzing client needs.
• Prepare and submit applications to carriers and process documents.
• Review audits and verify accuracy of policies and changes.
• Handle incoming client requests and resolve issues.
• Identify client exposures to loss and recommend coverage.
• Experience with fund management liability insurance solutions preferred.

Skills

Strong oral and written communication skills

In-depth knowledge of insurance products

Proficiency in computer programs

Strong visual processing skills

Education

College education with 3+ years of insurance experience or 7+ years of insurance experience

Property & Casualty Agent’s License

Job description

Account Manager

Join to apply for the Account Manager role at Alera Group, Inc.

Overview

Alera Group 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

• Manage and maintain an existing book of client accounts, including processing renewals, endorsements, and cancellations.
• Provide technical support to Producers by analyzing client needs, coverage forms, and quotations, and scheduling client appointments.
• Prepare and submit applications to carriers, follow up on quotations, and process binders, certificates, policies, and endorsements.
• Review audits, verify accuracy of policies and changes, and facilitate corrections between clients and carriers as needed.
• Handle incoming mail and phone requests, promptly responding and resolving issues, including cancellation requests.
• Identify client exposures to loss and recommend appropriate coverage in coordination with Producers.
• Experience designing fund management liability insurance solutions for private equity and hedge fund managers is preferred.

Qualifications

• College education with 3+ years of insurance experience, or 7+ years of insurance experience, and a Property & Casualty Agent’s License.
• Strong oral and written communication skills to explain and interpret complex information effectively.
• In-depth knowledge of insurance products, markets, and underwriting/rating procedures.
• Proficiency in computer and word processing programs, with the ability to manage complex tasks involving abstract and concrete variables.
• Strong visual processing skills to interpret written materials and other forms of communication.

Additional Information

This role can be located in the Cleveland area, or Grand Rapids, MI. 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 $65K to 70K per year.

Location Type

Hybrid

Employment type

Full-time

Job function

Sales and Business Development

Industries

Insurance

EEO Statement

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.

Privacy

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