Commercial Account Manager
Company: Alera Group
Location: Apex
Posted on: June 25, 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
Keywords: Alera Group, Cary , Commercial Account Manager, Executive , Apex, North Carolina
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