Overview
Sanford & Tatum, an Alera Group company, is looking for a Commercial Lines Assistant Account Manager to join their team in Lubbock, 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 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
* Coordinate expirations with producer to obtain renewal and/or new business information.
* Maintain renewal review spreadsheet.
* Request bids from carriers; follow-up on receipt of proposals and verify bid specifications.
* Assist in marketing new and renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
* Make recommendations to producers regarding quotes, ideas, and issues needing to be addressed.
* Receive phone calls from clients and companies regarding insurance, claims, or administrative problems.
* Document service issues and meetings/phone calls with clients.
* Maintain a suspense system to follow-up on outstanding issues, correspondence, reports, and follow-up on overdue and suspense items.
* Be familiar with and follow agency E&O guidelines.
Qualifications
* Must be a self-starter, imaginative and creative with good communication skills both verbal and written
* Understanding of Property & Casualty underwriting and coverages preferred
* Minimum 1-year experience in a similar position is desirable
* Must be licensed per state requirements, or willing to obtain in first 90 days
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.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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