Offer summary

Qualifications:

Self-motivated with strong analytical and attention to detail skills., Excellent verbal and written communication abilities., Strong organizational skills to resolve customer concerns professionally., High school diploma or equivalent; Property & Casualty Insurance License required within 6 months..

Key responsabilities:

Adhere to agency policies to ensure client satisfaction and quality service.

Maintain accurate client data in the agency management system.

Respond to client inquiries promptly and professionally, and assist with policy changes and claims.

Negotiate coverage and premiums with carriers, and identify cross-selling opportunities.

Job description

Overview

Alera Group is looking for an Account Manager. 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

Adhere to agency policies to ensure client satisfaction and quality service.
Maintain accurate client data in the agency management system.
Respond to client, producer, and underwriter inquiries promptly and professionally.
Request endorsements and policy changes, and assist with cancellations, claims, billing, audits, and coverage issues.
Prepare quotes, proofs of insurance, finance agreements, and explain coverage to clients.
Negotiate coverage and premiums with carriers, and identify cross-selling opportunities.
Stay informed on industry changes, attend training, and support team members while complying with laws and policies.

Qualifications

Self-motivated with strong analytical, math, reading, and attention to detail skills.
Excellent verbal and written communication abilities.
Strong organizational skills and ability to resolve customer concerns professionally.
Proficient in Microsoft Office Suite and related software.
High school diploma or equivalent; one year of related experience preferred.
Property & Casualty Insurance License required within 6 months.

Benefits

This job requires presence in the office on a regionally remote schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $25 to $33 on an hourly scale.

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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