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Alera Group, Inc. · 1 day ago

Assistant Account Manager

Irvine, CA

Full-time

Hybrid

Entry Level

$26/hr - $33/hr

2+ years exp

Alera Group, Inc. is seeking an Assistant Account Manager to join their team, which focuses on Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. The primary responsibility of this role is to manage a book of business and serve as the main point of contact for clients, ensuring high levels of satisfaction and effective communication between clients and internal teams.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Adhere to all operational policies/processes to ensure client satisfaction and delivery of quality products and services to manage client expectations and meet unique client needs

Set up and maintain accurate and complete client data in the client relationship management database (CRM), including documentation and management of action items and client communications according to the procedure

Follow all company and regulatory requirements regarding the labeling, filing, management, and retention of hard-copy and/or electronic records, according to the procedure

Carry out any other duties/responsibilities/projects as determined by company leaders

Maintain the highest level of security and confidentiality regarding corporate and client-related information

Respond to clients and account executive/producer requests in a timely, effective and professional manner

Request endorsements and policy changes from the insurance company

Identify cross-selling opportunities with current clients

Negotiate with carriers to create the best combination of coverage and premium

Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure client/prospects' understanding of coverage

Qualification

Property & Casualty licenseCISRCIC designationsCustomer Service experienceMS Office SuiteCommunication skillsOrganizational skillsAttention to detailTeam collaboration

Required

High School Diploma

Minimum of 2 Years Prior Professional Experience as a Customer Service Representative, Sales, or Account Manager in a retail insurance agency

Property & Casualty license

Exceptional verbal, written, and communication/people skills

Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment

Proficient in MS Office Suite

Can work independently and see initiatives or issues through to completion

Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service

Preferred

CISR or CIC designations, preferred

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