Commercial Lines, Account Executive - Property and Casualty at Alera Group

• Directly communicating with clients and gathering information about their business, project, needs, timelines and concerns.
• Meeting with Producers, Account Managers, Marketing Representatives and Underwriters to discuss clients’ insurance strategies and solutions. 
• Establish relationship with clients as their primary contact and build a relationship of trust, professionalism and trusted advisor.
• Developing submissions, applications, supplementals, loss history and analysis for clients review and to market the accounts successfully.
• Coordinating the marketing and follow-up with carriers to meet timelines and expirations.
• Reviewing, entering and updating all activities and client information in Applied EPIC
• Qualifying inbound leads and prospects via phone and email and working directly to write the coverage or referring to other team members.
• Organizing regular client meetings to ensure excellent customer service
• Holding virtual and in-person presentations with an end goal of earning a prospect’s business
• Negotiating terms and conditions with underwriters, brokers and carrier reps.
• Preparing and presenting new and renewal proposals.
• Attend in-person meetings with Clients to discuss coverage, renewals, address concerns, etc.
• Communicate with client to answer questions on coverage, claims, procedures and referrals.
• Collaborating with key decision makers to identify opportunities and develop ideas that deliver sales results
• Uncovering and understanding client coverage needs
• Attending trade shows and hosting customer events
• Prospecting new sales from referrals from existing clients

• Bachelor’s degree, preferred.
• Property and Casualty license, required.
• Minimum of five (5) years prior experience (insurance agency or carrier in commercial lines) 
• Proficient in MS Office Suite.
• Exceptional knowledge of insurance products and plans
• Strong organizational skills
• Ability to multi-task and balance multiple priorities and obligations
• Excellent interpersonal and problem-solving skills

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, 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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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