Alera Group, Inc. · 3 days ago
Commercial Lines Assistant Account Manager
United States
Full-time
Remote
Entry Level
$25/hr - $33/hr
2+ years expAlera Group is looking for a highly-skilled Assistant Commercial Lines Account Manager for a new remote opportunity. This position’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction.
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
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
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
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
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.
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