Commercial Lines Assistant jobs in United States
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Alera Group, Inc. · 5 hours ago

Commercial Lines Assistant

Alera Group, Inc. is seeking a Commercial Lines Assistant to join their team. This role involves supporting large business account executives with the servicing of commercial accounts and coordinating with clients and insurance carriers for policy-related activities.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Support large business account executives (accounts over $20,000 premium) by assisting with day-to-day servicing of commercial accounts, following direction to manage policy and customer-related activities
Prepare and process policy documentation including certificates of insurance, binders, ID cards, endorsements, audits, cancellations, invoicing, and accurate updates within agency management systems
Coordinate with clients and insurance carriers to respond to policy change requests, obtain loss runs, request endorsements, and provide clerical and administrative support to ensure timely policy delivery

Qualification

Pennsylvania Property & Casualty licenseMicrosoft WordMicrosoft ExcelMicrosoft OutlookOrganizational skillsTeamwork skillsAttention to detail

Required

Ability to obtain a Pennsylvania Property & Casualty license within one year of hire
Working knowledge of Microsoft Word, Excel, and Outlook, with the ability to learn agency management systems and carrier rating platforms
Strong organizational and teamwork skills, with attention to detail and the ability to follow guidance while managing multiple tasks in a fast-paced environment

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off

Company

Alera Group, Inc.

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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.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Chairman
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Company data provided by crunchbase