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Assistant Account Manager

Alera Group

Manasquan, New Jersey

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JOB DETAILS
SKILLS
Administrative Skills, Billing, Bookkeeping, Brokerage, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Support/Service, Employee Benefits, Establish Priorities, Financial Services, Insurance, Insurance Documentation, Insurance Sales, Leadership, Marketing, Microsoft Excel, Microsoft Outlook, Microsoft Product Family, Microsoft Word, Multitasking, Organizational Skills, Proposal Writing, Resolve Customer Issues, Retirement Plan, Sales Management, Time Management
LOCATION
Manasquan, New Jersey
POSTED
5 days ago
OVERVIEW

Alera Group is looking for an Account Manager, Commercial Lines Ground Transportation to join our growing team! We're seeking a motivated, relationship-driven insurance professional who brings experience, a proactive mindset, and a strong client-first approach to their work.

If you enjoy building trusted client relationships, managing complex commercial transportation accounts, collaborating across teams, and being part of a growth-focused organization, this could be a great fit.

Alera Group was founded in 2017, and has grown to become one of the largest privately held insurance brokerage and financial services firms in the U.S. We're passionate about helping our clients succeed across Property & Casualty, Employee Benefits, Retirement Plan Services, and Wealth Services. With offices nationwide, we offer the best of both worlds - national scale and resources paired with local expertise and personalized service.

RESPONSIBILITIES

  • Support the marketing and renewal process, including drafting and preparing client renewal proposals, as needed
  • Process policy endorsements accurately and in a timely manner
  • Issue certificates of insurance, evidences of coverage, and ID cards
  • Maintain accurate and up-to-date bookkeeping systems, databases, and client records
  • Process non-pay cancellations and assist in resolving billing-related issues
  • Provide exceptional customer service by managing client needs through timely and successful resolution
  • Assist with general administrative and miscellaneous duties, as needed
QUALIFICATIONS

  • 1+ years of Commercial Lines insurance experience preferred
  • Active New Jersey Property & Casualty (P&C) Insurance License required
  • Strong customer service orientation with the ability to anticipate and respond to client needs effectively
  • Proficiency in Microsoft O365 applications (Word, Excel, Outlook, etc.)
  • Experience with agency management systems and carrier portals preferred
  • Strong organizational skills with the ability to multitask, prioritize, and manage time effectively
  • Flexible and adaptable to changing business and organizational needs
ADDITIONAL INFORMATION

Compensation:
Salary range: $60,000 - $100,000 per year, based on experience.
Eligible for performance-based bonus: Yes

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is on-site in the office as agreed with the manager.

Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:
  • Role-specific learning paths
  • Leadership development programs
  • Technical and compliance training
  • Industry certifications and continuing education support
  • Peer learning and knowledge-sharing communities
Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.
Licensure & Certifications (If Applicable)
This position may require:
  • Active State Property & Casualty License
  • Ongoing continuing education to maintain active status
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.

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

In-Office

About the Company

A

Alera Group