Account Manager - Commercial Lines

Company: Alera Group
Location: Gastonia
Posted on: June 23, 2022

Job Description:

Propel is looking for an Account Manager to join their Commercial Lines team in Charlotte1 Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you--------re looking for, this is your chance to be part of an amazing organization! The Account Manager--------s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service. Responsibilities

• Process service requests:
• Prepare quality submissions to carriers on behalf of client or prospect.
• Review and analyze quotations received from carriers.
• Prepare professional and accurate proposals for presentation to our clients.
• Prepare professional and accurate summaries for existing clients.
• Review endorsements for accuracy.
• Process premium audits and assist client in event of a dispute.
• Prepare certificates of insurance.
• Perform contract review with respect to insurance requirements.
• Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.0
• Review newly issued policies for accuracy before delivery to clients.
• Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
• Maintain and prioritize workload, including work to be handled by Account Assistant.
• Conduct monthly renewal meetings with producer and other Account Managers on the team.
• Maintain certifications and complete assigned training goals.
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
• Perform other duties as assigned by the Team Manager Qualifications Knowledge and Skills:
• Strong oral and written communication skills.
• Demonstrated proficiency in MS Office: Word, Excel, Outlook.
• Agency Management System Experience. AMS Sagitta preferred.
• Strong work ethic -----" timely follow-up, team oriented, proactive, detail oriented, and dependable.
• Ability to work independentlyExperience and Education:
• Resident State Agents License or ability to obtain one within 2 months.
• Insurance experience preferred.
• College degree preferred. Equal Opportunity Employment 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. If you--------re a California resident, please read the California Consumer Privacy Act prior to applying. #PandoIQPandoLogic. Keywords: Insurance Account Manager, Location: Gastonia, NC - 28052

Keywords: Alera Group, Gastonia , Account Manager - Commercial Lines, Executive , Gastonia, North Carolina