Account Manager - Alera Group

Armstrong/Robitaille/Riegle, an Alera Group Company is seeking an Account Manager to join their Property & Casualty 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!

Armstrong/Robitaille/Riegle has a 40-year history in Orange County, CA and is part of the rapidly growing Alera Group.  The A/R/R office has a family atmosphere made up of self-motivated insurance professionals.  Our clients benefit from our superior customer service, coverage expertise, strong carrier relationships, in-house claims handling, and national resources through Alera Group.

As an Account Manager, your primary responsibility is to serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business and be the primary point of contact for clients.  The Account Manager will assist in preparing and negotiating renewal documents, rounding out existing coverage lines and soliciting new business, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.

• Respond to client requests in a timely, effective and professional manner
• Respond to account executive/producer requests in a timely, effective and professional manner
• Request endorsements and policy changes to the insurance company
• Follow up on invoicing discrepancies
• Set up policy files according to procedure
• Maintain computer files according to procedure
• Have knowledge and capability of handling 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
• Keep informed of current marketing conditions and new markets
• Review and analyze and market applications to carriers following agency procedures
• 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 insure client/prospects understanding of coverage
• Perform assigned projects at management’s request
• Attend training and meetings held by the agency
• Adhere to agency’s attendance policy
• Attend and pass CIC courses with the goal of obtaining the CIC designation in a reasonable time frame

• High school diploma
• Minimum of two years prior experience as an assistant account manager or account manager in a retail insurance
• Completion of CISR designation or INS insurance courses
• Score 80% or more on agency’s account manager commercial lines test
• Fire & Casualty license
• Hybrid (remote and in-office)

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Normal office environment with controlled temperature. The noise level in the work environment is usually moderate.

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 before applying.

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