BRK - Commercial Account Manager

UNAVAILABLE; Stockton; On-site; USD 92,000; Full time

Job description

Overview

Barkley, an Alera Group company, is looking for a Commercial Account Manager. We are seeking highly motivated colleagues 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.

Responsibilities

1. Participate in monthly renewal meetings to strategize with Producers and manage the renewal timeline, including preparation, marketing, proposal, binding, policy checking, and delivery.
2. Provide technical support to Producers, review quotations and proposals, identify client exposures, and recommend appropriate coverage. Assist in tendering property and casualty claims through internal claims liaisons.
3. Facilitate applications for new and renewal business, ensuring written documentation of presentations and bind orders. Maintain accurate client management system files, including applications, activities, and policy updates.
4. Process and review endorsements and policies for accuracy, ensuring timely and precise workflow aligned with agency standards.
5. Stay informed on market trends, cultivate and maintain carrier relationships, and leverage opportunities to improve productivity and efficiency.
6. Attend relevant educational programs to enhance departmental capabilities, adhere to organizational rules, and ensure compliance with company policies and procedures.
7. Recommend and implement strategies to improve workflow efficiency, reduce costs, and support company objectives while acting within the scope of authority and established guidelines.

Qualifications

1. 3+ years of experience in Commercial Lines Property and Casualty Insurance.
2. Experience managing general liability, commercial property, business auto, and umbrella policies.
3. Prior experience working with an insurance agency, brokerage, or insurance carrier.
4. Property and Casualty Insurance License.
5. Proficient in computer systems (Microsoft Applications, Applied EPIC, Salesforce, Zoho, PATA, ReSource Pro) and highly organized, adaptable, and precise, excelling in dynamic environments and meeting deadlines.

Additional Information

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary is $92K 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, or any other protected class.