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Alera Group, Inc. · 1 day ago

Account Manager

Irvine, CA

Full-time

Hybrid

Mid Level

$29/hr - $43/hr

4+ years exp

Alera Group, Inc. is a rapidly growing broker of US business, emphasizing collaboration and client success in various services. They are seeking an Account Manager to utilize agency management systems, handle insurance marketing and proposals, and communicate with clients and underwriters effectively.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Utilize the agency management system (EPIC) to service client accounts

Handle renewal insurance marketing and prepare insurance proposals

Process policy changes and manage invoicing efficiently

Respond promptly to client, Account Executive, and Producer requests

Review and provide guidance on policy forms

Communicate with insurance underwriters to address client needs

Stay informed on current carrier and market conditions

Qualification

California Property & Casualty LicenseAccount Management ExperienceMicrosoft Office ProficiencyProfessional Communication SkillsBasic Retail MathTeamworkOrganizational Skills

Required

High School Diploma and active California Property & Casualty Insurance License

Minimum 4+ years of experience as an Assistant Account Manager or Account Manager

Strong teamwork, interpersonal skills, and a positive attitude

Professional oral and written communication skills in English (second language a plus)

Strong organizational and prioritization skills with attention to detail

Proficiency in Microsoft Office (Excel & Word) and general computer navigation

Ability to perform basic retail math, including fractions and percentages

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

Deerfield, Illinois, USA

1001-5000 employees