Senior Account Manager
Company: Alera Group
Location: Seattle
Posted on: October 27, 2024
Job Description:
Propel (an Alera Group company) is looking for a Senior Account
Manager with experience to join their Property and Casualty team.
For this role, we are looking for someone with large Construction
experience. - -The Senior Account Manager's primary role is to
ensure customer satisfaction and client retention by delivering
timely, consistent, and quality service for a large/complex book of
business. Average book size $750,000-$1,000,000 revenue.
Team Functions:Each Team will function as a unit, with the leading
level team member of Client Executive, Senior Account Executive,
Account Executive, or Senior Account Manager coordinating the
following. There may be distribution of these functions within a
team to utilize each other's strongest soft skills, enhancing
overall team effectiveness.
- Fosters leadership and mentorship of team members.
- Leads staff in maintaining client relationships, motivating
performance to ensure client deliverables are consistent with
service standards and proper procedures.
- Facilitates a collaborative team environment.
- Participates in staff hiring and separation decisions and
advances the training of new team members.
- Approves time-off requests and timesheets for staff, as
applicable.
- Approves expense reports within expense authority levelJob
Functions:Serve as primary client service contact for multiple
accounts. Primary account management responsibilities include:
- Pre-Renewals/Renewals: Meeting with Producers, establishing
renewal expectations with the client. Complete Renewal Acord
Applications in Sagitta. Submitting complete and thorough
submissions to carrier(s).
- Review and analyze quotations received from carriers.
- Prepare professional and accurate proposals for presentation to
clients, including premium/rate/exposure comparisons and premium
allocations.
- Prepare loss analysis, loss ratio and loss trending
studies.
- Prepare professional and accurate summaries for existing
clients.
- Review endorsements for accuracy.
- Process premium audits and assist client in event of a
dispute.
- Prepare certificates of insurance
- Perform contract review with respect to insurance
requirements.
- Help resolve complex COI compliance issues. Order endorsements
as needed for compliance and/or securing additional lines of
coverage.
- Prepare and deliver timely binders and invoices upon binding of
coverage.
- Secure premium financing when needed.
- Review newly issued policies for accuracy before delivery to
clients
- Use company systems and procedures to maintain and prioritize
workload.
- Lead monthly renewal meetings with producer and other Account
Managers on the team.
- Maintain certifications and complete assigned training
goals.
- Maintain current knowledge of underwriting requirements and
authority outlined by each carrier.
- Coaching and mentorship of others
- Lead/perform special projects with the advice guidance from
leading level team member.
- Identify and convert on account rounding and cross-sell
opportunities. -
Knowledge and Skills:
Strong oral and written communication
skillsDemonstrates professionalism and responsiveness in
communication with clients, carriers, producers, and
peers.Solution-oriented service delivery mindsetDemonstrated
proficiency in MS Office: Word, Excel, OutlookAgency Management
System Experience. AMS Sagitta and ImageRight preferred.Strong
technical coverage knowledge of commercial linesBroad industry
knowledge and experience Strong/consistent work ethic - timely
follow-up, collaborative, proactive, detail-oriented, and
dependable Ability to work independently and manage time
effectively.Strong proponent of change that will enhance workflows
and CL organization.Experience and Education:
Strong oral and written communication
skillsDemonstrates professionalism and responsiveness in
communication with clients, carriers, producers, and
peers.Solution-oriented service delivery mindsetDemonstrated
proficiency in MS Office: Word, Excel, OutlookAgency Management
System Experience. AMS Sagitta and ImageRight preferred.Strong
technical coverage knowledge of commercial linesBroad industry
knowledge and experience Strong/consistent work ethic - timely
follow-up, collaborative, proactive, detail-oriented, and
dependable Ability to work independently and manage time
effectively.Strong proponent of change that will enhance workflows
and CL organization.Please note: Occasional travel to branch office
locations, seminars, training, and conferences may be required.
Salary range is $85K-$105K per year DOE -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 - -prior to applying.
-#LI-KL1 -#LI-HybridPandoLogic. Category:Insurance,
Keywords:Insurance Account Manager, Location:Seattle,
WA-98104
Keywords: Alera Group, Redmond , Senior Account Manager, Executive , Seattle, Washington
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