What are the responsibilities and job description for the PIA - Account Manager position at Alera Group, Inc.?
Overview
Propel Insurance (an Alera Group company) is looking for an Account Manager with experience to join their Property and Casualty team. For this role, we are looking for someone who wants to grow into a senior position. Generalist experience or Construction experience preferred.
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.
The Account Manager’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service on their assigned book of business.
Responsibilities
- Process service requests, including quality submissions to carriers and review of endorsements, audits, and contracts.
- Analyze carrier quotations and prepare accurate, professional proposals and summaries for clients.
- Ensure timely and accurate issuance of certificates, binders, invoices, and policy reviews.
- Assist clients with premium audits and disputes while securing premium financing when needed.
- Maintain strong communication and follow-up with clients, carriers, producers, and team members.
- Conduct monthly renewal meetings and collaborate with Account Managers and producers.
- Stay current on underwriting requirements, certifications, and assigned training goals.
Qualifications
- Strong oral and written communication skills.
- Proficiency in MS Office (Word, Excel, Outlook) and experience with Agency Management Systems (AMS Sagitta preferred).
- Strong work ethic with a proactive, detail-oriented, and team-focused approach.
- Ability to work independently and manage tasks effectively.
- Resident State Agent’s License or ability to obtain one within two months.
- Insurance experience preferred.
- College degree preferred.
Additional Information
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 $64K to 89K 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 : $64,000 - $89,000
