Assistant Account Manager

Overview

Alera Group, a broker of US business with the 14th largest size, founded in 2017, offers services in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. We are seeking a highly motivated Assistant Account Manager to support our clients and help maintain client satisfaction.

• Adhere to all operational policies/processes to ensure client satisfaction and deliver quality products and services.
• Set up and maintain accurate client data in the CRM.
• Follow company and regulatory requirements for labeling, filing, management and retention of records.
• Carry out duties and responsibilities as assigned by company leaders.
• Maintain confidentiality of corporate and client information.
• Respond to client and account executive requests Morena promptly and professionally.
• Request endorsements and policy changes from the insurance company.
• Identify cross‑selling opportunities with current clients.
• Negotiate with carriers to create the best coverage and premium options.
• Prepare quotations, coverage summaries and proposals to ensure client understandingास्त coverage.

• High School Diploma.
• Minimum 2 years experience as Customer Service Representative, Sales or Account Manager in a retail insurance agency.
• Property & Casualty license.
• CISR or CIC designations preferred.
• Exceptional verbal, written, and communication skills.
• Strong organization, attention to detail, and ability to interact at all company levels while maintaining confidentiality.
• Proficient with MS Office Suite.
• Can work independently and see initiatives through to completion.
• Comfortable dealing with all kinds of people and a desire to provide exceptional customer service.

Location type:
Hybrid. This job requires presence in the office on a hybrid schedule as agreed with the manager.

Benefits include medical, dental, life and disability insurance, 401(k), generous paid time off and more.

Salary range: $26 to $33 per hour.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Not Applicable

Full‑time

Sales and Business Development

Insurance