OVERVIEW
Alera Group is looking for a Commercial Lines Client Services Leader. 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
- Strategic Goal Setting & Performance Oversight
- Develop and implement clear, measurable goals for the CL Account Managers and CL Assistants that align with departmental and organizational objectives.
- Ensure consistent performance reviews to identify growth areas, provide constructive feedback, and support team development.
- Maintain a client retention rate of 90% or higher to support revenue and margin goals.
- Clear Communication & Team Alignment
- Communicate expectations, goals, progress updates, and procedural changes regularly and transparently to all CL Team members.
- Foster open channels for feedback, clarification, and team updates to support alignment and morale.
- Process Optimization & Efficiency Initiatives
- Continuously streamline workflows by introducing new technologies and refining procedures to reduce redundancy and cycle times.
- Conduct quarterly audits to assess Account Manager workload balance and procedural adherence.
- Identify areas for improvement, provide actionable insights, and drive continuous procedural enhancements that boost EBITDA and client satisfaction.
- Leadership, Delegation & Mentorship
- Delegate new business assignments effectively based on team members' strengths and capacity, ensuring all have the tools and skills required to succeed.
- Demonstrate strong leadership through example, maintaining a high standard of professionalism, work ethic, and accountability.
- Mentor and guide staff to build their confidence, knowledge, and leadership potential.
- Motivation, Recognition & Team Culture
- Inspire high performance by offering regular positive reinforcement, recognizing achievements, and fostering a collaborative work environment.
- Address and resolve conflicts proactively to maintain a positive and productive team culture.
- Problem Solving & Client Advocacy
- Act swiftly to identify, address, and resolve challenges during project or service execution, ensuring alignment with desired client outcomes.
- Serve as a client advocate, coordinating all aspects of account service with Claims, Loss Control, and other internal resources to meet client needs efficiently.
- Account Management, Renewal Handling & Compliance
- Oversee all service-related activities for the Commercial Property & Casualty book of business, ensuring high satisfaction and policy accuracy.
- Manage renewals, including marketing, underwriting negotiations, loss analyses, and proposal preparation.
- Maintain complete and accurate documentation in the agency management system, support producers in relationship management, and actively pursue continued insurance education and licensing.
QUALIFICATIONS
- Bachelor's degree in Business Administration, Marketing, Sales or a related field or equivalent experience.
- Property and Casualty License Required.
- Demonstrable experience with a minimum of 10 years in the Commercial Lines Sector of the insurance industry.
- Experience with Applied Epic is preferred.
- Excellent team leadership and management skills, with the ability to inspire and motivate a team.
- Strong communication, negotiation and interpersonal skills, with the ability to build and maintain relationships.
- Ability to work both independently and collaboratively in a fast-paced environment.
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 $90K 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.
#LI-AM1
#LI-Hybrid
|
