Personal Lines Account Manager

Montpelier, VT

Employer:	Alera Group
Category:	Customer Service
Description
OVERVIEW Alera Group is looking for a Personal Lines Account Manager - 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 (Business Insurance, July 2024). 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. The Noyle Johnson Group is an independent agency serving Central Vermont and the New England area with three offices located in Montpelier, Danville and Bethel. Our approach to service isn't simply transactional. We strive to build strong working relationships based on trust. Through personal attention and professional commitment our goal is to provide security and peace of mind. RESPONSIBILITIES Endorsement Processing: Collects necessary information, processes endorsements following agency procedures, updates systems for non-download carriers, and generates required activities. Underwriting and Renewals: Accurately underwrites policies, remarkets as needed, renews policies per agency standards, and collaborates with producers for client follow-ups. Client and Carrier Interaction: Manages all client, carrier, and walk-in communications, ensuring effective handling of inquiries and leveraging opportunities to cross-sell personal lines. Cancellations and Retention: Works with insureds and underwriters to prevent cancellations, remarkets policies when required, and processes payments or cancellations accurately. Claims Handling: Submits claims, sets up claim files in AMS360, delegates follow-ups appropriately, and identifies coverage gaps to recommend additional insurance. File and Task Management: Maintains precise electronic records, processes incoming requests swiftly, and ensures completion of open Suspense items and assigned projects. Administrative and Backup Support: Assists with receptionist duties, ensures compliance with credit/collection policies, and takes on additional tasks assigned by management. QUALIFICATIONS BA/BS preferred; must hold a valid Insurance Producer License or obtain one within six months. Proven experience in personal lines account management with strong knowledge of insurance markets, policies, and products; shares expertise with team members. Excels in listening, accuracy, and ensuring details are managed effectively. Demonstrates strong communication, multitasking, and deadline management abilities with a high sense of urgency. Effective at identifying and resolving challenges efficiently. BENEFITS Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, 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. #LI-DV1 #LI-Hybrid #LI-Remote

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Personal Lines Account Manager

Montpelier, VT

Description