What are the responsibilities and job description for the PIA - Sr. Account Manager position at Alera Group, Inc.?
Overview
Propel, an Alera Group company, is looking for a Senior 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
- Client & Account Management: Serve as the primary contact for multiple accounts ($75K-$100K premium), handling renewals, submissions, and client expectations.
- Policy & Endorsement Processing: Review carrier quotes, prepare proposals, process endorsements, premium audits, and COI compliance issues.
- Billing & Invoicing: Manage complex invoicing (installments, rolling deposits), resolve billing questions, and secure past-due premiums.
- Compliance & Contract Review: Conduct contract/lease reviews, complete Surplus Lines filings, and ensure compliance with carrier requirements.
- System & Workflow Management: Utilize company systems (Sagitta, Indio, OneDoc) to streamline processes and prioritize workload.
- Leadership & Mentorship: Guide and support Account Assistants, Account Specialists, and Account Managers in policy analysis and market knowledge.
- Business Growth & Development: Identify cross-sell/account rounding opportunities and lead special projects under leadership guidance.
Qualifications
- 5 years in the insurance industry, including 3 years as an Account Manager, with a valid state P&C Agent’s License.
- College degree preferred; industry-related certifications required.
- Expertise in MS Office (Word, Excel, Outlook) and agency management systems (AMS Sagitta, ImageRight preferred).
- Strong understanding of commercial lines, broad industry experience, and technical coverage expertise.
- Professional, solution-oriented approach with excellent oral/written communication skills.
- Detail-oriented, proactive, team player with strong time management and follow-up skills.
- Advocates for workflow improvements and organizational efficiency.
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.
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 : $75,000 - $100,000
