What are the responsibilities and job description for the AIA - Commercial Lines Account Manager position at Alera Group, Inc.?
Alera Group is looking for 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 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:- Manage client requests, including certificates, endorsements, and binders within 24 hours; assist clients until producers are available.
- Prepare applications, review expiration lists, and submit to carriers on time; process endorsements, cancellations, and premiums within 72 hours.
- Maintain client activity and files accurately in the agency system, ensuring compliance with billing and accounts receivable policies.
- Support insurance proposal preparation, keep producers informed, and stay updated on industry changes.
- Strong work ethic, organizational skills, and the ability to manage multiple tasks efficiently.
- Excellent relationship management, solution-oriented approach, and effective communication with clients and teams.
- Proficient in technical material, multitasking, and using software (Adobe, Microsoft Office), working independently and collaboratively.
- 5-7 years of experience in property and casualty insurance, with a Resident Producer License.
- Frequent use of office machinery (computer, calculator, printer) and the ability to perform tasks requiring visual acuity.
- Regular communication with co-workers and clients to exchange accurate information.
- Ability to travel to client or offsite meetings, including transportation for self and staff.
- Valid Driver’s License, safe driving record, and proof of insurance may be required for work-related travel.
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 $65K to $75K per year.
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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Salary : $65,000 - $75,000
