What are the responsibilities and job description for the HPL - Commercial Lines Account Manager IN OFFICE position at Alera Group, Inc.?
Overview
HPL, an Alera Group company, 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 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
- Oversee the renewal process for an assigned and expanding portfolio, ensuring timely and efficient account management.
- Accurately input customer and policy data into the agency management system (e.g., AMS360) while leveraging Microsoft Office Suite and other Alera tools.
- Cultivate strong relationships with carrier partners, doctors, medical firms, front office staff, and personnel across Alera firms to enhance collaboration and service delivery.
- Manage policy reviews, process change requests, handle endorsements, invoice clients, and ensure compliance with carrier requirements.
- Market renewal policies while maintaining a deep understanding of strategic carrier products and ancillary liability lines, such as Medical Malpractice Liability Insurance.
- Stay informed on state-specific laws and requirements, including patient compensation funds, tail coverage, state limits, and other compliance factors.
- Handle small to mid-market accounts, addressing ad hoc tasks and maintaining a high standard of service for account maintenance.
Qualifications
- High school diploma or equivalent, with an active Property & Casualty License.
- 5 years of customer service experience and 3–6 years in relevant insurance roles.
- Strong organization, written/verbal communication, and interpersonal skills.
- Proficiency in Microsoft Office, with experience in AMS360 as a plus.
- Self-motivated with the ability to manage tasks effectively and independently.
Additional Information
This job is expected to be performed on-site in the office.
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 $60K to 70K 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 : $60,000 - $70,000
