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Alera Group, Inc. · 3 days ago
Senior Account Manager
Walnut Creek, CA
Full-time
Onsite
Senior Level
$100K/yr - $100K/yr
5+ years exp
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Responsibilities
The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of five to seven years of insurance agency experience in an account management role.
Experience managing commercial real estate accounts are preferred.
A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential.
Qualification
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Required
Minimum of five to seven years of insurance agency experience in an account management role
Experience managing commercial real estate accounts are preferred
A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures
Bachelor’s degree, professional certification, or equivalent training and education
Minimum 3 years of work experience in Property & Casualty and customer service
Exceptional written and verbal communication skills
Must be proficient in Microsoft Office including Word, Excel, and Outlook
Proven ability to meet deadlines and possess strong analytical and organizational skills
A California insurance license is essential
Preferred
Applied (EPIC) agency system experience is highly desirable
Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred
Benefits
Medical
Dental
STD
LTD
Life insurance
401k
Paid time off
Company
Alera Group, Inc.
Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally.
1,001-5,000 employees
Funding
Current Stage
Late StageTotal Funding
$100MKey Investors
Genstar Capital
2023-04-12Private Equity· $100M
2017-01-04Private Equity· Undisclosed
Leadership Team
Alan Levitz
Chief Executive Officer
William Corrigan
Chief Financial Officer
Recent News
2024-06-05
Insurance Business America
2024-06-05
2024-06-05
Company data provided by crunchbase
