Alera Group, Inc. · 3 weeks ago
Small Business Account Manager
United States
Full-time
Remote
Mid Level
$25/hr - $35/hrAlera Group, Inc. is looking for a Small Business Account Manager to join their team. The role involves managing client service requests, ensuring effective communication, and maintaining professional expertise in the field of insurance services.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Process and manage client service requests - Prepare high-quality carrier submissions, review and analyze quotes, create professional proposals and summaries, review endorsements and policies for accuracy, process premium audits, and issue certificates, binders, and invoices as needed
Ensure effective communication and follow-up - Maintain timely, professional interactions with clients, carriers, producers, and internal team members to ensure smooth workflow and client satisfaction
Organize and prioritize workload - Manage personal and delegated tasks efficiently, conduct monthly renewal meetings with producers and account managers, and ensure all deadlines are met
Maintain professional expertise - Stay current with carrier underwriting requirements, complete training and certification goals, and perform additional duties as assigned by the Team Manager
Qualification
Required
Active state Property & Casualty (P&C) Agent's License required
Preferred
Industry-related certifications preferred or expected
Bachelor's degree preferred; equivalent professional experience accepted
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
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
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase