What are the responsibilities and job description for the Commercial Lines Small Business Account Manager position at Alera Group?
Alera Group is looking for Commerical Lines Small Business Accounts 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:- Collaborate with HMK producer(s) to manage all policy-related activities for assigned accounts.
- Follow producers’ instructions to manage monthly renewals lists and market renewals and new business accounts.
- Provide quote analysis for producers and assist in preparing policy coverage summaries and proposals.
- Manage policies, endorsements, and audits, including checking policy documents and updating management systems.
- Invoice agency bill policies and changes and ensure accurate reflection of policy coverages.
- Interact daily with clients to receive policy change requests and respond to questions about changes and coverages.
- Communicate daily with insurance carriers to request endorsements, order policies, negotiate pricing, and respond to carrier information requests.
- Must manage a book of business within the small business department, focusing on accounts with premium sizes under $20,000.
- Required to be trained in the use of the HMK Management system, AMS360, and any other necessary platforms.
- Proficiency in Microsoft Word, Excel, and Outlook is required.
- Must possess knowledge and experience working with various insurance carrier products, carrier websites, and rating systems.
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.
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 : $20,000
