CAP - Account Manager- Ground Transportation

UNAVAILABLE; Yarmouth; On-site; CAD 45,000 - 75,000; Full time

Job summary

Join a dynamic and passionate team at a leading insurance brokerage as a Commercial Lines Account Manager. This role is ideal for individuals who thrive in a collaborative environment and are dedicated to providing exceptional customer support. You will be responsible for managing client renewals, processing endorsements, and maintaining accurate records. If you have a background in commercial lines and a strong customer service orientation, this opportunity allows you to make a significant impact while enjoying comprehensive benefits and a supportive workplace culture. Embrace the chance to grow your career in a company that values your contributions and fosters professional development.

Benefits

Medical insurance

Dental insurance

Life insurance

Disability insurance

401k

Generous paid time off

Qualifications

• 1+ years experience in Commercial Lines is preferred.
• NJ Property and Casualty Insurance License is required.

Responsibilities

• Support marketing of renewals and prepare client proposals.
• Process endorsements and maintain bookkeeping systems.

Skills

Customer service orientation

Multi-tasking

Time management

Flexibility

Education

NJ Property and Casualty Insurance License

1+ years Commercial Lines experience

Tools

Microsoft O365

Agency Management Systems

Job description

Overview

Capstone, an Alera Group company, is looking for a Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

1. Support the marketing of renewals, drafting and preparing renewal client proposals, as required
2. Processing of endorsements
3. Issuing certificates, evidences and ID cards
4. Maintain and keep current all bookkeeping systems, database and records
5. Processing Non-Pay Cancellations and resolving billing issues
6. Providing superior customer support – manage customer needs to a successful and timely resolution
7. General miscellaneous tasks as required

Qualifications

1. Preferred - 1+ years Commercial Lines experience
2. NJ Property and Casualty (P&C) Insurance License required
3. Customer service oriented – ability to put yourself in the shoes of the customer
4. Proficient in Microsoft O365 (i.e. Word, Excel, etc.)
5. Familiar with Agency Management Systems and Carrier websites is a plus
6. Ability to multi-task, prioritize and manage time effectively
7. Flexibility to adapt to organizational needs as required

Additional Information

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.