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Legacy Risk, an Alera Group Company is seeking an Account Manager to join their Property & Casualty team.
As an Account Manager, your primary responsibility is to serve as the day-to-day expert on a mixed book of commercial, surety, and personal lines business and be the primary point of contact for clients. The Account Manager will assist in preparing and negotiating renewal documents, maintaining client databases, records management, project-specific assignments, and other responsibilities supporting the client. In this position, successful candidates need to maintain a positive attitude and provide a high level of support in obtaining, maintaining, expanding and servicing our commercial lines clients.
At Legacy Risk, an Alera Group Company, our business continues to grow and we are seeking to add an experienced P&C Account Manager to join our Commercial Lines brokerage team.
Legacy Risk & Insurance Services, located in Walnut Creek, CA, is an insurance brokerage company offering risk management and commercial property/casualty insurance services to middle market commercial clients in the western U.S. We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families.
Our highly skilled Account Managers build strong professional relationships with Legacy Risk clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.
