Account Manager

OVERVIEW

Alera Group is looking for a Commercial Lines 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 14th 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.

• Perform all account transactions including:
  • procurement of new accounts
  • applications and quotations
  • , proposals, summaries, endorsements and binders
  • All billing and correspondence
• Review and remarket renewals for retention of account.
• Respond to client inquiries, incoming mail, and producer requests in a timely manner.
• Proactively pursue cross-line sales.
• Perform all tasks in accordance with Alera Group and our Carriers’ standards and procedures.
• Complete account reviews as requested by the customer:
  • Help customers identify gaps in coverage, offer solutions, and place coverage.
• Update and maintain all client files on EPIC (Agency Management System/ AMS).
  • Document all transactions and interactions pertaining to our customers’ accounts.
• Maintain knowledge of our carriers’ products, underwriting guidelines, and operating procedures.
• Keep current with industry trends, issues, and competitive intelligence by reading company bulletins and attending department meetings.
• Utilize a comparative rating tool on new prospects and when remarketingexisting customers
• Assist in the training and development of new colleagues.

• 3+ years of experience working within an agency/ brokerage.
• Property & Casualty License
• Computer skills including Word, Excel, and Outlook.
• Agency Management System Experience. EPIC preferred.
• Ability to work with a team collaboratively.
• Ability to present complex insurance concepts.
• Dependable with a strong work ethic.
• Time management skills with the ability to prioritize your work to meet critical deadlines

This job may be performed remote.

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

Remote