Commercial Account Manager
Company: Alera Group
Location: Apex
Posted on: June 22, 2022
Job Description:
Bagwell & Bagwell Insurance, an Alera Group Company is seeking a
Commercial Account Manager to join their team. Are you looking to
be part of a company where you have exciting opportunities to
learn, grow and make a positive impact? Join a team where each
employee is empowered to listen generously, speak straight,
collaborate, and build each other up through mutual accountability
and shared success? If that is what you--------re looking for, this
is your chance to be part of an amazing organization! Since our
founding in 1919, we--------ve been providing the highest level of
client service with honesty and financial integrity. We are a
diverse group of individuals focused on helping the area--------s
leading businesses manage their property and casualty insurance
risks. This experienced level position is primary responsibility is
to serve as the day-to-day Commercial Account Manager on a
commercial lines book of business and a point of contact for
clients while maintaining a high level of client and internal team
satisfaction. The Commercial Account Manager will work with an
assigned Producer(s) to market and write new business, coordinate
the details for the annual renewal, preparing materials for
quarterly client meetings, ensuring the flow of information to
other departments as needed, maintaining client databases, records
management, project-specific assignments, and other
responsibilities in support of client satisfaction as assigned. The
professionals at Bagwell & Bagwell along with TriSure make up one
of the Triangle--------s largest insurance brokerage and consulting
firms. We are a diverse group of individuals focused on helping the
area--------s leading businesses manage their property and casualty
insurance risks and provide benefits to their employees.
Responsibilities
Adhere to all operational
policies/processes to ensure client satisfaction and delivery of
quality product and services to manage client expectations and meet
unique client needs.Set up and maintain accurate and complete
client data in client relationship management database (CRM),
including documentation and management of action items and client
communications according to procedure.Follow all company and
regulatory requirements regarding the labeling, filing, management,
and retention of hard-copy and/or electronic records, according to
procedure.Maintain the highest level of security and
confidentiality regarding corporate and client-related information.
Respond to clients and account executive/producer requests in a
timely, effective and professional manner.Request endorsements and
policy changes from the insurance company.Follow up on invoicing
discrepancies.Handle the administrative and technical functions of
an assistant if that role should need to be met on the assigned
clients.Collect new and renewal data on assigned accounts.Identify
cross-selling opportunities on current clients.Stay informed of
current marketing conditions and new markets.Review, analyze and
market applications to carriers following agency.Make market
recommendations to account executive/producer.Negotiate with
carriers to create the best combination of coverage and
premium.Prepare quotations, coverage summaries/comparisons,
proposals and recommendations needed to ensure client/prospects
understanding of coverage.Attend training and meetings held by the
agency. Qualifications
High School Diploma.Minimum of 3-5
Years Prior Professional Experience as a Commercial Lines Account
Manager/ Customer Service Representative, or Commercial Lines
Underwriter dealing with middle market commercial lines clients.
Property & Casualty licensed.Exceptional verbal, written, and
communication/people skills.Strong organizational skills, attention
to detail, and ability to successfully interact at all company
levels while maintaining a high degree of confidentiality in a team
environment.Proficient in MS Office Suite, emphasizing Word and
Excel.Experienced in EPIC management system is preferred. Equal
Opportunity Employment 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. If you--------re a
California resident, please read the California Consumer Privacy
Act prior to applying. #pandoIQ PandoLogic. Keywords: Customer
Service Account Manager, Location: Apex, NC - 27502
Keywords: Alera Group, Cary , Commercial Account Manager, Executive , Apex, North Carolina
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