Alera Group, Inc. · 3 days ago

Commercial Lines Insurance Account Manager

Newport Beach, CA

Full-time

Hybrid

Mid Level

$80K/yr - $90K/yr

4+ years exp

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Employee BenefitsFinancial Services

Insider Connection @Alera Group, Inc.

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Responsibilities

Work within our agency management system (EPIC) to service client accounts including renewal insurance marketing, preparation of insurance proposals, processing policy changes, invoicing, responding to client requests, responding to Account Executive and Producer requests, reviewing and advising on Policy Forms, interacting with insurance underwriters, and staying updated with current carrier/market conditions.

Qualification

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Property & casualty insurance licenseAssistant account managerAccount managerComputer navigationMicrosoft officeBasic retail mathSecond language proficiencyTeamworkPositive attitudeInterpersonal skillsWillingness to learnOrganizational skillsCommunication skills