Alera Group
Looking for a highly motivated self-starter with a proven track record of customer service, support and account management. The Account Manager – CSR, Commercial Lines position provides day to day support to Capstones Insureds and also to Capstone’s sales producers.
- Act as liaison between Capstone’s clients and insurance companies in order to independently resolve service problems and related issues
- Assist in the development and obtaining of insurance programs to suit individual customers business needs, often covering variety of risks
- Support the marketing of renewals, drafting and preparing renewal client proposals?
- Providing superior customer support – manage customer needs to a successful and timely resolution?
- Processing of endorsements
- Supporting payroll audits as required
- Adding,?deleting?or updating vehicles on customer accounts?
- Issuing certificates,?evidences?and ID cards?
- Maintain and keep current, all bookkeeping systems,?database?and records
- Support the processing of claims and assure appropriate outcome for the insureds?
- Processing Non-Pay Cancellations and resolving billing issues?
- General miscellaneous tasks as required?
- Ability to work in a team environment, but also to make independent decisions in the best interest of our insureds
- Strong attention to detail
- Ability to proactively identify issues and critically think through/solve problems
- Customer service oriented – ability to put yourself in the shoes of the customer
- Proficient in Microsoft O365 (ie?word, excel, etc.)?
- Familiar with Agency Management Systems and Carrier websites
- Experience working with carrier underwriters
- Strong verbal and written communication and presentation skills?
- Ability to multi-task, prioritize and manage time effectively?
- Flexibility to adapt to organizational needs as required?
- High School diploma or equivalent required?
- Preferred – 3+ years Commercial Lines experience
- NJ Property and Casualty (P&C) Insurance License
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.
