Account Manager

Alera Group, Inc.; New Castle (DE); Remote; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Personal Lines Account Manager to join their team. This role involves coordinating with the Sales team to manage client accounts, ensuring an exceptional customer experience, and building long-term relationships. With a commitment to collaboration and a strong focus on employee benefits and insurance, this position offers a chance to thrive in a supportive environment. If you have a passion for customer service and a background in the insurance industry, this opportunity could be the perfect fit for you.

Benefits

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

401k

Generous Paid Time Off

Qualifications

• 2+ years of industry-related experience required.
• Property and Casualty license required.

Responsibilities

• Coordinate with Sales team to manage client accounts.
• Provide exceptional customer experience and maintain relationships.

Skills

Customer Service

Communication Skills

Problem Solving

Education

High School diploma / GED

Tools

Applied Epic

Microsoft Office

Job description

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

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

Overview

CBM, an Alera Group Company, 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 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

1. Coordinating with the Sales team to follow agency procedures for handling client accounts related to:

• New Business
• Renewals
• Endorsements
• Cancellations
• Audits
• Billing/Financing
• Certificates/EPI/Schedules of Insurance/Auto ID Cards
• Payments

Customer Service

• Provide an exceptional customer experience. Communicate with internal and external customers in a friendly, professional, and patient manner.
• Perform all duties with the goal of building and maintaining long-term customer relationships.
• Immediately address any customer’s concern. Request involvement of other firm personnel as required. Notify Commercial Lines Manager of any major concerns and the action taken to resolve.

Qualifications

• High School diploma / GED required with a minimum of 2+ years of industry-related experience
• Property and Casualty license required (Personal Lines Experience preferred)
• Applied Epic experience preferred
• General knowledge of insurance laws
• Working knowledge of Microsoft Office products

Benefits

Regionally Remote position.

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

If you're a California resident, please read the California Consumer Privacy Act prior to applying.