Account Manager

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.

• Handle client service requests, prepare submissions to carriers, and deliver professional proposals, summaries, and certificates of insurance.
• Analyze carrier quotations, review endorsements and newly issued policies for accuracy, and ensure compliance with contract insurance requirements.
• Process premium audits, assist clients in disputes, and arrange premium financing when required.
• Prepare and deliver binders, invoices, and other documents promptly upon binding of coverage.
• Manage and prioritize tasks, assign work to Account Assistants, and lead monthly renewal meetings with producers and Account Managers.
• Maintain certifications, complete training goals, and stay current on carrier underwriting requirements and authority guidelines.
• Provide timely and professional follow-up with clients, carriers, producers, and team members, while supporting special assignments from the CEO of Service.

• Strong oral and written communication abilities for client and team interactions.
• Skilled in MS Office applications (Word, Excel, Outlook) with experience in agency management systems, preferably AMS Sagitta.
• Proactive, detail-oriented, dependable, and capable of working independently while maintaining a team-oriented approach.
• Possesses or can obtain a Resident State Agent License within two months, with insurance experience preferred.
• College degree preferred to complement professional expertise.

This job requires presence in the office on a hybrid 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 68k-90k per year DOE

We are 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.