Senior Account Manager

Company: Alera Group
Location: Seattle
Posted on: October 4, 2024

Job Description:

Propel (an Alera Group company) is looking for a Senior Account Manager -with experience to join their Property and Casualty team. - -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 $42K to $50K 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. -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, Kent , Senior Account Manager, Executive , Seattle, Washington