Overview:

TriSure, an Alera Group company is looking for a Commercial Lines, Property & Casualty Account Executive (CAE) who's skilled in understanding a client’s needs and reviewing, marketing, negotiating and correcting their business insurance program to meet those needs. 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:

Directly communicating with clients and gathering information about their: business, project, needs, timelines and concerns.

Meeting with Producers, Account Managers, Marketing Representatives and Underwriters to discuss clients’ insurance strategies and solutions. 

Establish relationship with clients as their primary contact and build a relationship of trust, professionalism and trusted advisor.

Developing submissions, applications, supplementals, loss history and analysis for clients review and to market the accounts successfully.

Coordinating the marketing and follow up with carriers to meet timelines and expirations.

Reviewing, entering and updating all activities and client information in Applied EPIC

Qualifying inbound leads and prospects via phone and email and working directly to write the coverage or referring to other team members.

Organizing regular client meetings to ensure excellent customer service

Holding virtual and in-person presentations with an end goal of earning a prospect’s business

Negotiating terms and conditions with underwriters, brokers and carrier reps.

Preparing and presenting new and renewal proposals.

Attend in person meetings with Clients to discuss coverage, renewals, address concerns, etc.

Communicate with client to answer questions on coverage, claims, procedures and referrals.

Collaborating with key decision makers to identify opportunities and develop ideas that deliver sales results

Uncovering and understanding client coverage needs

Attending trade shows and hosting customer events

Prospecting new sales from referrals from existing clients

Qualifications:

Bachelor’s degree, preferred.

Property and Casualty license, required.

Minimum of five (5) years prior experience (insurance agency or carrier in commercial lines) 

Proficient in MS Office Suite.

Exceptional knowledge of insurance products and plans

Strong organizational skills

Ability to multi-task and balance multiple priorities and obligations

Excellent interpersonal and problem-solving skills

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  prior to applying.



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