Account Manager (Condo Department) - Alera Group : Job Details

Alera Group is looking for an Account Manager who is highly motivated and who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and 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 collaboration allows us to offer national resources combined with local service.

Manages an assigned book of business by servicing and selling to existing accounts consisting of condominium associations of 3-25+ units. Performs service functions for existing and new customers, as well as cross-selling, remarketing, and account rounding while at the same time aiming to maintain a 95% customer retention goal

Responsibility

Percent of time

Customer Retention & Relationship Management

· Maintain a 95% customer retention rate through personalized service.

· Foster positive, long-term relationships, consistently achieving high customer satisfaction.

· Handle challenging or unsatisfied customers confidently and competently.

35%

Account Management & Customer Service

· Prepare, present, and review applications, quotes, proposals, and insurance summaries.

· Monitor and review coverages, premiums, endorsements, cancellations, and proof of insurance for accuracy.

· Arrange payment terms in line with established guidelines.

25%

Account Rounding & Sales

· Achieve production goals through account rounding, cross-selling, and revisiting lost opportunities.

· Quickly address new business inquiries and provide regular status updates to clients.

15%

Carrier Relations & Market Knowledge (5%)

· Stay updated on carrier appetites and market trends, ensuring the ability to quote and place business with preferred carriers.

· Effectively correspond with carriers to obtain necessary information and address customer-related issues.

5%

Quality Assurance & Compliance (15%)

· Perform duties with attention to detail to prevent errors and omissions.

· Maintain accurate and up-to-date computer files, EPIC home screen, Outlook inbox, and open activities.

15%

Professional Development (5%)

· Attend sales seminars, meetings, and educational activities to stay informed about industry trends and regulations.

5%

• High school diploma. Bachelor's degree preferred.
• Insurance experience required. Condominium insurance experience preferred.
• Property & Casualty License required

• Technical capabilities (proficiency in Microsoft Office applications)
• Business acumen
• Sales and negotiating skills
• Organizational skills
• Communication proficiency
• Collaboration skills
• Client focus

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.

Salary range is $45K to 55K per year, based on experience.

We would offer an in-office position, hybrid schedule based on experience

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