Commercial Lines Assistant Account Manager
Dickerson Group, San Antonio, Texas, United States, 78208
Overview
Trimble-Batjer, an Alera Group Company, is seeking an experienced
Commercial Lines Assistant Account Manager
to join one of our top producing Property & Casualty teams in San Angelo, TX. 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 14th 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
Serve as the "right hand" to Account Managers by accurately processing endorsements, policy changes, and cancellations to ensure client coverage is uninterrupted.
Take ownership of the certificate issuance process and policy checking, ensuring all client deliverables are precise, compliant, and delivered on time.
Collaborate with the team to create professional proposals for new and renewal business, gathering necessary data and spreadsheets to support the sales process.
Field billing inquiries and routine client questions with professionalism, acting as a reliable point of contact for day-to-day account needs.
Maintain immaculate client records in our agency management system (EPIC), ensuring that all files, correspondence, and policy details are up-to-date and easily accessible.
Utilize strong computer literacy to navigate carrier portals for quoting and policy retrieval, while quickly learning and mastering our internal systems.
Actively participate in training and development opportunities to expand your insurance knowledge, with a clear goal of advancing to an Account Manager role.
Qualifications
Minimum of 1 year experience in a similar position is desirable.
Must be licensed in Property & Casualty (P&C) per state requirements.
Should have thorough understanding of commercial lines underwriting and coverages.
Working knowledge of Windows based computer, Office and Adobe Suites. Previous experience with Applied Epic is preferred.
Additional Information This job is a hybrid opportunity.
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.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
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Commercial Lines Assistant Account Manager
to join one of our top producing Property & Casualty teams in San Angelo, TX. 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 14th 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
Serve as the "right hand" to Account Managers by accurately processing endorsements, policy changes, and cancellations to ensure client coverage is uninterrupted.
Take ownership of the certificate issuance process and policy checking, ensuring all client deliverables are precise, compliant, and delivered on time.
Collaborate with the team to create professional proposals for new and renewal business, gathering necessary data and spreadsheets to support the sales process.
Field billing inquiries and routine client questions with professionalism, acting as a reliable point of contact for day-to-day account needs.
Maintain immaculate client records in our agency management system (EPIC), ensuring that all files, correspondence, and policy details are up-to-date and easily accessible.
Utilize strong computer literacy to navigate carrier portals for quoting and policy retrieval, while quickly learning and mastering our internal systems.
Actively participate in training and development opportunities to expand your insurance knowledge, with a clear goal of advancing to an Account Manager role.
Qualifications
Minimum of 1 year experience in a similar position is desirable.
Must be licensed in Property & Casualty (P&C) per state requirements.
Should have thorough understanding of commercial lines underwriting and coverages.
Working knowledge of Windows based computer, Office and Adobe Suites. Previous experience with Applied Epic is preferred.
Additional Information This job is a hybrid opportunity.
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.
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.
#J-18808-Ljbffr