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Alera Group Account Manager in Irvine, California

Overview

This position’s primary responsibility is to serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business and be the primary point of contact for clients. The Account Manager will assist in preparing and negotiating renewal documents, rounding out existing coverage lines and soliciting new business, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.

Armstrong/Robitaille/Riegle has a 40-year history in Orange County and is part of the rapidly growing Alera Group. The A/R/R office has a family atmosphere made up of self-motivated insurance professionals. Our clients benefit from our superior customer service, coverage expertise, strong carrier relationships, in-house claims handling, and national resources through Alera Group.

Responsibilities

  • Adhere to all operational policies/processes to ensure client satisfaction and delivery of quality product and services to manage client expectations and meet unique client needs.

  • Set up and maintain accurate and complete client data in client relationship management database (CRM), including documentation and management of action items and client communications according to procedure.

  • Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to procedure.

  • Respond to clients and account executive/producer requests in a timely, effective and professional manner.

  • Request endorsements and policy changes from the insurance company.

  • Follow up on invoicing discrepancies.

  • Handle the administrative and technical functions of an assistant if that role should need to be met on the assigned clients.

  • Collect new and renewal data on assigned accounts.

  • Identify cross-selling opportunities on current clients.

  • Stay informed of current marketing conditions and new markets.

  • Review, analyze and market applications to carriers following agency.

  • Make market recommendations to Account Executive/Producer.

  • Negotiate with carriers to create the best combination of coverage and premium.

  • Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure client/prospects understanding of coverage.

Qualifications

  • High School Diploma.

  • Minimum of 5+ Years Prior Professional Experience as a Customer Service Representative, Sales, or Account Manager in a retail insurance agency.

  • Familiar with Commercial P&C, Commercial Surety, and Personal Lines.

  • Property & Casualty license.

  • Exceptional verbal, written, and communication/people skills.

  • Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.

  • Proficient in MS Office Suite.

  • Can work independently and see initiatives or issues through to completion.

  • Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

Equal Opportunity Employment

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.

Please email laura.westbrock@aleragroup.com to submit your resume

ID 2019-1165

Category Customer Service/Support

Type Regular Full-Time

Firm Name Armstrong Robitalle

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