ORI - Assistant Account Manager Commercial

UNAVAILABLE; Irvine (CA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Alera Group is seeking a driven individual for the role of Commercial Lines Assistant Account Manager in Irvine, California. This position involves responding to client needs, managing files, issuing insurance documents, and pursuing professional development through CIC courses. The role offers an hourly pay ranging from $22 to $32, with opportunities for benefits and a supportive team environment.

Benefits

Comprehensive medical, dental, and life insurance

401k plan

Generous paid time off

Qualifications

• Ability to respond professionally to client requests.
• Familiarity with insurance documentation processes.
• Work towards obtaining the CIC designation.

Responsibilities

• Respond to requests from Account Managers and clients.
• Maintain client files and ensure confidentiality.
• Issue necessary insurance documents and correspondence.

Skills

Communication

Time Management

Attention to Detail

Client Relations

Job description

Overview

Alera Group is looking for a Commercial Lines Assistant 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

• Respond promptly and professionally to Account Manager, Account Executive, and client requests.
• Follow agency procedures to set up and maintain client files within required timeframes.
• Perform rating functions on carrier websites and process policies and endorsements as per agency guidelines.
• Issue certificates of insurance, applications, ID cards, and other required documents.
• Draft client and carrier correspondence using standard agency templates.
• Maintain suspense items, follow up with clients/carriers, and ensure confidentiality of corporate and client information.
• Complete CIC courses and work toward obtaining the CIC designation in a timely manner.

Qualifications

• Respond promptly and professionally to Account Manager, Account Executive, and client requests.
• Follow agency procedures to set up and maintain client files within required timeframes.
• Perform rating functions on carrier websites and process policies and endorsements as per agency guidelines.
• Issue certificates of insurance, applications, ID cards, and other required documents.
• Draft client and carrier correspondence using standard agency templates.
• Maintain suspense items, follow up with clients/carriers, and ensure confidentiality of corporate and client information.
• Complete CIC courses and work toward obtaining the CIC designation in a timely manner.

Additional Information

This job requires presence in the office on a hybrid schedule as agreed with the manager.

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

Hourly range is $22 to $32 per hour.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-MM1

#LI-Hybrid