TIC - Customer Service - Agent (Select Accounts Division)

Overview:

The Insurance Center, an Alera Group Company, is looking for a Dynamic Account Manager to join their Commercial Lines team.

Alera Group is an independent, national insurance and financial services firm created in 2016 through a merger of 24 like-minded, high-performing, entrepreneurial firms. Our founding firms worked together to leverage powerful relationships, industry expertise, and resources to elevate the client experience.

Responsibilities:

Provides sales support and service for new and existing accounts. Performs sales support functions for sales unit as assigned by performing the following duties:

• Initiate and follow up on customer, carrier, and agent requests to resolve problems, answer questions, gather information, request policy changes and process new policies.
• Prepares, monitors, and provides assistance with various documents such as renewals, certificates, claims, cancelations, and applications.
• Interacts with clients and prospects in a professional manner.
• Provides marketing support by drafting pre approach letters and proposals.
• Facilitate the claims process for the customer by being the central point of contact & providing consistent communication throughout
• Facilitate the claims process for our TIC producer/CSA teams by providing continuous monitoring of claims
• Serve as the liaison between TIC and our carrier claim adjustors
• Serve TIC producer/CSA teams by providing necessary to research for all past customer claims
• Analyze all aspects of claims to provide optimal economic relief for our customers
• Onsite service for large customers when applicable during claims, producer presentations & reviews, etc.
• Maintains product supply inventory (branch office).
• Handles assigned projects as requested.
• Attends meetings and training events as requested/required.
• Creates and maintains computer files and suspense for follow up action.
• Attends service seminars, service team meetings or educational activities to secure up-to-date knowledge on the latest developments, trends, regulations in the marketplace.

Qualifications:

Education and/or Experience:

• Associate’s degree, business or marketing related
• Two to three years of related experience and/or training; or equivalent combination of education and experience is preferred.
• Insurance agency experience and sales experience preferred.
• Past experience should include basic insurance, forms, terminology, bonds, sales and other related insurance experience.
• Knowledge of Word, Excel, Outlook and proficient internet navigation required.

Additional Information:

This job is expected to be performed on-site in the office.

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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