Overview
Trimble-Batjer, an Alera Group Company, is seeking a Commercial Lines Account Manager to join their Property & Casualty 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.
As an Account Manager, the focus of this position is to service a commercial lines book of business.
Responsibilities
* Coordinate expirations with producers and maintain an expiration control log.
* Request bids from carriers, verify bid specifications, and assist in marketing new and renewal business.
* Make recommendations to producers on quotes, premiums, and issues needing attention.
* Check policies for accuracy, process invoices, endorsements, and finance agreements.
* Prepare and distribute proofs of insurance while handling client and carrier communications.
* Maintain documentation, electronic files, and a suspense system for follow-ups.
* Follow agency E&O guidelines and perform special projects as requested by management.
Qualifications
* 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, Office and Adobe Suites.
* Previous experience with Applied Epic is preferred.
* Minimum two years experience in similar position is desirable.
* Must be licensed per state requirements.
#J-18808-Ljbffr