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Alera Group Commercial Lines Account Manager - Property & Casualty in Raleigh, North Carolina

Overview

TriSure, an Alera Group Comany is currently building a talent pipeline for Commercial Lines Account Manager.

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you’re looking for, this is your chance to be part of an amazing organization!

The professionals at TriSure make up one of the Triangle’s largest insurance brokerage and consulting firms in Raleigh, NC. We are a diverse group of individuals focused on helping the area’s leading businesses manage their property and casualty insurance risks and provide benefits to their employees. Since our founding in 1999, we’ve been providing the highest level of client service with honesty and financial integrity. For more information, please visit: https://trisure.com/

As an Account Manager your primary responsibility is to assist with clients while maintaining a high level of client and internal team satisfaction. In this role, successful candidates need to be highly organized with experience in a commercial insurance agency, or equivalent related education.

Responsibilities

  • Coordinate resources (subject matter experts) as needed to facilitate client service delivery that meets client needs with actions that are compliant with federal, state, and local laws and regulations.

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

  • Process policies, endorsements, and requests according to agency procedures and timeframes.

  • Issue certificates of insurance, insurance applications, identification cards, etc.

  • Compose letters to clients and insurance carriers.

  • Contact clients and/or insurance carriers for information or to perform service as needed.

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

Qualifications

  • Bachelor’s degree or equivalent combination of education and experience.

  • Minimum of 2 years prior professional experience the commercial insurance industry.

  • Property & Casualty license required.

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.

If you're a California resident, please read the California Consumer Privacy Act (https://aleragroup.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=1770&hashed=464050869) prior to applying.

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Job Locations US-NC-Raleigh

ID 2021-1686

Category Client Service

Type Regular Full-Time

Firm Name TriSure - An Alera Group Company

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