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Alera Group, Inc. · 6 days ago

Commercial Lines Property and Casualty Account Manager

New York, NY

Full-time

Hybrid

Mid Level

$55K/yr - $80K/yr

3+ years exp

Alera Group, Inc. is a rapidly growing company in the insurance brokerage industry, seeking a Commercial Lines Property and Casualty Account Manager in Long Island, NY. The role involves delivering exceptional service to commercial lines insurance clients, advising on coverage options, managing client accounts, and identifying opportunities for cross-selling insurance products.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Deliver exceptional service and support for commercial lines insurance clients, ensuring timely and accurate resolution of their needs and concerns

Advise clients on coverage options, policy changes, and risk management; provide clear recommendations and manage premium collections

Manage and maintain client accounts using Applied Epic, including documentation, policy updates, and proactive follow-up communication

Identify opportunities to round out accounts and cross-sell additional coverage to maximize value and earn commissions

Respond promptly to client and carrier requests, maintaining compliance and minimizing E&O risk

Qualification

Commercial Lines experiencePropertyCasualty LicenseApplied Epic experienceInsurance agency management softwareHighly organizedMicrosoft Office SuiteCommunication skillsDetail-oriented

Required

Minimum of 3 years' of Commercial Lines experience

Valid Massachusetts Property and Casualty License

Excellent communication skills with a talent for building strong client relationships

Highly organized, detail-oriented, and able to manage multiple priorities and deadlines

Proficient in insurance agency management software, insurance rating tools, and Microsoft Office Suite

Preferred

Applied Epic experience is a plus!

Benefits

Medical

Dental

Life and disability insurance

401k

Generous paid time off

And much more

Company

Alera Group, Inc.

Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees