Personal Lines Account Manager - High Net Worth HYBRID at Alera Group

Todd Associates, an Alera Group Company, is seeking a Personal Lines Account Manager with experience in serving the needs of high-net-worth clientele to join our Property & Casualty team in Highland Hills, just outside Cleveland, Ohio.

 

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business (Business Insurance, July 2024). 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 collaboration allows us to offer national resources combined with local service.

 

The primary responsibility of the Personal Lines Account Manager will be responsible for servicing a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines. The role emphasizes providing personalized assistance to clients, promoting teamwork, and delivering exceptional customer service with professionalism. 

• Deliver exceptional service to enhance our agency's reputation and revenue, focusing on achieving a client retention rate of at least 94%, with a goal of reaching 98%.
• Conduct annual reviews for high-value accounts and multi-policy accounts every three years to ensure client satisfaction and retention.
• Utilize IT programs and tools effectively to enhance efficiency for both individual and team tasks.
• Support internal processes and actively contribute in meetings to maintain high agency standards.
• Ensure accurate and compliant completion of applications, renewals, and endorsements, upholding the highest levels of professionalism.
• Play a vital role in integration efforts between the Cleveland Office and the Midwest region, enhancing overall agency effectiveness.

• Bachelor's degree preferred, with at least 7-10 years of experience in Personal Lines account management.
• Valid state P&C Insurance License with in-depth knowledge of insurance markets, policies, and products.
• Strong communication, organizational, and multitasking skills with the ability to manage projects and deadlines.
• High sense of urgency and problem-solving abilities.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous 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, 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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PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:HIGHLAND HILLS, OH-44115