What are the responsibilities and job description for the Small Business Account Manager position at Alera Group?
HMK Insurance, an Alera Group Company is seeking a Small Business Account Manager to join their team! 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
Manage all house accounts independently
Collaborate with Producers to manage all policy-related activities for assigned accounts
Maintain and update monthly renewal lists per Producer instruction
Market renewal and new business, prepare quote comparisons, and support proposal development
Review and process policies, endorsements, and audits; ensure accuracy and update agency systems accordingly
Invoice agency-billed policies and policy changes in a timely manner
Communicate daily with clients and carriers to handle policy changes, coverage questions, endorsements, and information requests
QUALIFICATIONS
Bachelor’s degree in Business Administration or related field is preferred, however, experience will be considered in lieu of a degree
Minimum of 2-3 years of related experience
Knowledge of AMS360 or EPIC is strongly preferred
Property & Casualty License
BENEFITS
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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