Personal Lines Account Manager

Alera Group Inc
US - Texas - houston
February 28, 2024

Overview:

West Texas Insurance Exchange, an Alera Group Company is seeking an Account Manager to join their Property & Casualty team in Houston, Texas.

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 youre looking for, this is your chance to be part of an amazing organization!

West Texas Insurance Exchange an Alera Group Company is looking to add an Account Manager to our rapidly growing team. As an Account Manager, you will be the main contact for our clients. You will build relationships with your team and clients while assisting them with customer service and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals.

Responsibilities:

Maintain positive client and carrier relationships through clear and effective communication
Maintain client files and ensure accurate account information ensuring proper filing, labeling, & accessibility in EPIC
Provide excellent customer service by addressing client inquiries, concerns, and requests promptly and professionally
Assist the team by quickly responding to policy inquiries through email or phone and providing proactive customer service
Assist clients with coverage questions, policy changes, & billing issues
Handle certificate requests and review contracts for applicable coverage
Process and invoice endorsements & audits in a timely manner
Issue and quote premium finance agreements
Maintain appropriate service timelines by managing activities and image box in EPIC
Provide backup coverage for other account managers and members of your team
Assist with overall client/account retention and servicing
Perform client service functions in a timely, courteous, and professional manner on a day-to-day basis, to include, but not limited to responding to client questions, researching/investigating coverage/billing questions or issues, and problem solving as required
Communicate in a timely, courteous, and professional manner with clients, co-workers, and carriers, to facilitate a productive environment and ensure proper administration of accounts
Manage and work with internal non client facing team members within the allowed timeframe to ensure timely delivery
Maintain necessary CE credit limit to ensure appropriate P&C license is kept active
Ownership of the accuracy of all client materials

Qualifications:

Personal & Organizational Development:

Great interpersonal communication and customer service skills
Excellent attention to detail combined with strong comprehension and self-motivated execution of detailed instructions
Outstanding organizational skills
Set priorities and manage workflow to ensure efficient, timely, and accurate processing of renewals, changes, transactions, etc.
Maintain cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts
Keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
Maintain confidentiality of all client and proprietary information
Utilize and manage technical productions, applications, and passwords

Knowledge, skills, and abilities:

Strong, clear written and verbal communication skills
Experience collaborating with carriers and vendors
Excellent communication and problem-solving skills
Self-reliant, highly efficient and organized
Strong experience developing relationships
Ability to add, subtract, multiply and divide whole numbers and accurately perform simple calculation involving decimals and fractions

Qualifications:

High School Diploma required
Some college hours preferred but not required
2-3 years of experience in insurance
2-3 years of experience in Customer Service
Active Texas Property & Casualty License
Proficient in basic computer skills, including Microsoft Word, Outlook, Excel, PowerPoint, Zoom, and Microsoft TEAMS
Indio and EPIC knowledge preferred, but not required

Equal Opportunity Employment:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, 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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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Read the full job description and apply online on the recuiter's web-site

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