Account Manager

Alera Group

Bethlehem, Pennsylvania

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JOB DETAILS

SKILLS

Analysis Skills, Billing, Brokerage, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Insurance, Insurance Sales, Interpersonal Skills, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Pricing, Sales Management, Small Business

LOCATION

Bethlehem, Pennsylvania

POSTED

16 days ago

OVERVIEW

Alera Group is looking for a Commercial Lines Accounts Manager for the Small Business Unit. 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

Support Producers:
- Collaborate with producers to manage renewals, new business, and monthly account activities.
Policy Management:
- Handle policy documents, endorsements, and audits, and ensure updates are reflected in management systems.
Quote & Proposal Assistance:
- Analyze quotes and assist in preparing coverage summaries and client proposals.
Billing Accuracy:
- Invoice agency bill policies and changes, ensuring accurate coverage and documentation.
Client & Carrier Communication:
- Respond to client inquiries and coordinate with carriers for endorsements, pricing, and policy servicing.

QUALIFICATIONS

Active Property & Casualty license or ability to obtain within a set timeframe.
2+ years in commercial lines insurance, with a focus on account management or client servicing.
Skilled in agency management systems (e.g., AMS360) and Microsoft Office (Word, Excel, Outlook).
Familiarity with various insurance carrier products, rating systems, and online platforms.
Excellent interpersonal skills and attention to detail in managing multiple accounts.

ADDITIONAL INFORMATION

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 anequal 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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid

Account Manager

Alera Group

Bethlehem, Pennsylvania

About the Company

Alera Group

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