OVERVIEW

We are looking for a Personal Lines Account Manager to join our office Sanford & Tatum, an Alera Group Company, in Lubbock, TX. We are a dynamic team that likes to promote within! 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
- Provide outstanding customer experience to the client through communication and willingness to help.
- Maintain renewal and expiration lists for client policies.
- Complete quotes on renewing insurance policies through online rating tool or carrier websites.
- Round out monoline accounts by offering quotes for additional lines of business
- Create auto ID cards.
- Run various reports, scanning, processing of policies and policy changes.
- Maintain relationships with carrier underwriters.
- Be familiar with and follow agency E&O guidelines.
- Maintain electronic and/or paper files in an orderly, up-to-date manner.
QUALIFICATIONS
- Minimum two years� experience in similar position is desirable.
- Candidate must have a General Lines Property & Casualty insurance license per state requirements.
- Prior insurance experience is required and a working knowledge of AMS360 is a plus.
- Must be a self-starter, imaginative and creative with good communication skills both verbal and written.
- Strong attention to detail is necessary.
- Candidate must possess a 'team' mentality and display the ability to successfully work within a team structure.
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.
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. #LI-AM2 #LI-Onsite
|