OVERVIEW
TriSure, an Alera Group company, is looking for a Commercial 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
- Renewals & Submissions: Meet with producers, set client expectations, complete renewal applications, and submit thorough proposals to carriers.
- Proposal & Quotation Analysis: Review carrier quotes, compare with EPIC schedules, and prepare professional proposals with premium comparisons.
- Policy & Endorsement Management: Request, review, and process endorsements, assist with complex endorsement requests, and ensure policy accuracy.
- Compliance & Contract Review: Handle COI compliance, order necessary endorsements, conduct contract/lease/bid reviews, and process Surplus Lines filings.
- Billing & Premium Management: Address receivables, manage invoicing complexities, secure financing, and resolve billing issues.
- Client & Carrier Relations: Maintain strong carrier relationships, attend meetings, understand market trends, and provide professional client follow-ups.
- Operational Responsibilities: Lead renewal meetings, oversee workload distribution, maintain certifications, complete training, and support team initiatives.
QUALIFICATIONS
- Minimum 2 years in the insurance industry (agency preferred) with a valid state P&C Agent's License.
- College degree preferred; industry-related certifications/designations required.
- Proficiency in MS Office (Word, Excel, Outlook) and agency management systems (Applied EPIC preferred).
- Strong understanding of commercial lines and policy coverage.
- Excellent oral/written communication skills with a solutions-focused approach.
- Detail-oriented, proactive, team player with the ability to work independently.
- Must be able to perform Account Assistant duties effectively.
BENEFITS
This job is expected to be performed on-site in the office.
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 $80K to 110K per year.
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.
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