Commercial Insurance Account Manager

Alera Group, Inc.; Newport Beach (CA); Remote; USD 100,000 - 125,000; Full time

Job summary

Alera Group, Inc. is seeking a skilled Commercial Insurance Account Manager to join their remote team. The role involves servicing client accounts, managing renewals, and ensuring effective communication with underwriters. Candidates should have at least 4 years of experience and an active California insurance license, along with strong organizational and interpersonal skills.

Benefits

Medical insurance

Dental insurance

Life and disability insurance

401k

Generous paid time off

Qualifications

• 4+ years of experience as an Assistant Account Manager or Account Manager.
• Proficiency in Microsoft Office (Excel & Word).
• Professional oral and written communication skills in English.

Responsibilities

• Utilize the agency management system (EPIC) to service client accounts.
• Handle renewal insurance marketing and prepare proposals.
• Communicate with insurance underwriters to address client needs.

Skills

Teamwork

Interpersonal skills

Communication

Organizational skills

Attention to detail

Education

High School Diploma

California Property & Casualty Insurance License

Tools

Microsoft Office

Job description

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Overview

Alera Group is looking for a highly-skilled Commercial Insurance Account Manager. We are seeking motivated colleagues who bring experience and enthusiasm to our team. Joining us may be the perfect fit for you!

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

Responsibilities

• Utilize the agency management system (EPIC) to service client accounts.
• Handle renewal insurance marketing and prepare insurance proposals.
• Process policy changes and manage invoicing efficiently.
• Respond promptly to client, Account Executive, and Producer requests.
• Review and provide guidance on policy forms.
• Communicate with insurance underwriters to address client needs.
• Stay informed on current carrier and market conditions.

Qualifications

• High School Diploma and active California Property & Casualty Insurance License.
• Minimum 4+ years of experience as an Assistant Account Manager or Account Manager.
• Strong teamwork, interpersonal skills, and a positive attitude.
• Professional oral and written communication skills in English (second language a plus).
• Strong organizational and prioritization skills with attention to detail.
• Proficiency in Microsoft Office (Excel & Word) and general computer navigation.
• Ability to perform basic retail math, including fractions and percentages.

Benefits

This job is fully remote.

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

Hourly range: $28 to $44 per hour.

We are an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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