LEG - Account Manager - Alera Group, Inc.
Walnut Creek, CA 94596
About the Job
Legacy Risk, an Alera Group company, is looking for a Account Manager.We are seekinghighly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was foundedin 2017and 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 collaborationallows us to offer national resources combined with local service.
Responsibilities:- Build and maintain strong client relationships by providing exceptional customer service and technical expertise, ensuring high levels of business retention.
- Collaborate with producers on new and renewal business, offering technical advice on coverage issues, conducting exposure analysis, and ensuring client needs are met.
- Manage a portfolio of medium-to-large commercial accounts, with a preference for experience in real estate, addressing coverage, claims, and risk management needs.
- Utilize Applied agency systems and Microsoft Office tools to efficiently manage accounts, meet deadlines, and maintain accurate documentation.
- Stay informed on industry trends, maintain a California insurance license, and pursue ongoing professional development through certifications such as CIC, CISR, CPCU, ARM, or CRM.
- Minimum of 5+ years of experience in commercial lines account management, with a focus on medium-to-large commercial accounts; experience in real estate accounts is preferred.
- Proficiency in Applied agency systems and Microsoft Office Suite (Word, Excel, Outlook), with strong analytical, organizational, and communication skills.
- California insurance license required; professional designations such as CIC, CISR, CPCU, ARM, or CRM are strongly preferred.
- Demonstrated expertise in policies, coverages, forms, ratings, claims procedures, and risk analysis, with proven ability to build rapport with underwriters and clients.
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $90K to 110K per year.
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, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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