Commercial Lines Account Manager

Sanford and Tatum a division of Heritage Risk Management, an Alera Group LLC, is looking to add a Commercial Lines Account Manager to our team!

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. 

At Sanford & Tatum, we take pride in the fact that we�ve always been trailblazers within the risk management industry. As an independent agency based in Lubbock, TX, we have the freedom to choose our own path. For us, that means working very closely with our clients to craft personalized solutions instead of seeing them just as insurance policies. The fact is, we put a higher value on relationships than anything else. Our focus is on protecting the people and businesses we serve from risk so they can rest easy knowing they�re well covered against losses � both today and tomorrow. More than anything, we want to be valued partners who work hard to earn the trust and confidence of our clients every day. It�s about keeping their best interests at heart. It�s about demonstrating a higher level of caring.

As a Commercial Lines Account Manager at Sanford and Tatum, you will play a vital role in supporting our producers in the handling and processing of new and renewal commercial lines business. Additionally, you will be responsible for delivering top-tier customer service to clients, as assigned and upon request.

• Gather, analyze and review underwriting information, loss history and any other information needed to renew, propose, and / or quote insurance policies. Respond to additional information needed by carriers in a timely fashion.
• Manage assigned book of business by focusing on and maximizing client retention while also identifying and pursuing cross-sale opportunities using effective consultative selling skills.
• Responsible for overall client strategy; assess client exposures and existing coverages; identify, develop, and recommend insurance products based on client�s needs.
• Provide excellent customer service by timely responding to any client requests such as coverage questions, renewal status, certificates of insurance, automobile insurance cards, endorsement requests, and billing questions.
• Invoice and process all policies, endorsements, and audits.
• Work with existing clients to enhance and grow relationships. Refer client to other Alera Group resources where applicable (personal lines, employee benefits, etc.)
• Ensure complete and accurate data and documentation is maintained in all applicable agency management systems.
• Follow all prescribed processes, procedures, standards and workflows.
• Assist clients with claims advocacy as needed.
• Assist with mentoring and training of other Alera Group associates while maintaining a positive and collaborative work environment built on trust, open communications, creative thinking and cohesive teamwork.
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• Minimum two years experience in similar position is desirable.
• Must be licensed in Property & Casualty (P&C) per state requirements.
• Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
• Should have thorough understanding of commercial lines underwriting and coverages.
• Working knowledge of Windows based computer and Office Suite.

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.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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