What are the responsibilities and job description for the Commercial Account Manager position at Alera Group, Inc.?
Overview
Propel, an Alera Group company, is looking for Commercial 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
This job is expected to be performed in office.
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.
Propel, an Alera Group company, is looking for Commercial 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
- Process service requests, including preparing submissions, analyzing quotations, and preparing proposals and summaries for clients.
- Review endorsements, process premium audits and assist with disputes; prepare certificates of insurance and perform contract reviews.
- Prepare binders, invoices, and secure premium financing; review newly issued policies for accuracy.
- Follow up professionally with clients, carriers, producers, and peers; maintain and prioritize workload.
- Conduct monthly renewal meetings, maintain certifications and training, and stay current on underwriting requirements.
- Strong oral and written communication skills with a solutions-oriented service approach.
- Proficient in MS Office (Word, Excel, Outlook) and experienced with Agency Management Systems (AMS Sagitta preferred).
- Solid technical knowledge of commercial lines and 3 years of industry experience, including at least 3 years at the Account Manager level.
- Strong work ethic, with attention to detail, proactive mindset, and the ability to work independently.
- Applicable state P&C Agent’s license, industry-related certifications, and a preferred college degree or equivalent experience.
This job is expected to be performed in office.
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.
