What are the responsibilities and job description for the AIA - Commercial Lines Account Manager - SBU position at Alera Group, Inc.?
Overview
Alera Group is looking for a Commercial Account Manager - SBU. 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
- Handle client requests, including certificates, endorsements, and binders, ensuring a 24-hour response time. Assist clients and prepare audit/explanation letters as needed.
- Support production by managing expiration lists, preparing new/renewal business applications, and rating submissions within established timeframes. Assist with proposals and keep producers informed.
- Accurately process endorsements, cancellations, premiums, and claims as required, maintaining client activity records and suspense items within set timelines.
- Comply with billing, accounts receivable, and collections policies, ensuring timely follow-up on unpaid audits and notifying producers as needed.
- Strong work ethic with high standards for quality and quantity, along with strong relationship management and communication skills, both internally and externally.
- Ability to learn technical material related to insurance regulations, processes, and technology, while being solution-oriented and proactive in anticipating issues.
- Demonstrated project management skills, self-motivated, highly responsive, and proficient in necessary technology, such as Adobe and Microsoft Office, with a keen attention to detail.
Qualifications
- 5-7 years of experience in property and casualty insurance.
- Resident Producer License in Property and Casualty.
- HS Diploma or equivalent; Associates or Bachelors degree preferred
- Intermediate to expert experience in Microsoft Excel
- Ability to effectively communicate verbally in-person and over the phone
Additional Information
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.
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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