ORI - Assistant Account Manager Commercial

UNAVAILABLE; Newport Beach (CA); Hybrid; USD 100,000 - 125,000; Full time

Job summary

Alera Group is seeking a Commercial Lines Assistant Account Manager to join their team in Newport Beach. This role involves managing client requests, processing insurance documents, and maintaining client confidentiality. The position offers a hybrid work schedule and comprehensive benefits, making it an excellent opportunity for motivated individuals.

Benefits

Comprehensive medical, dental, and life insurance

401k plan

Generous paid time off

Qualifications

• Experience in client management and insurance processes.
• Ability to maintain client files and confidentiality.
• Willingness to complete CIC courses.

Responsibilities

• Respond to Account Manager and client requests promptly.
• Process policies and endorsements according to agency guidelines.
• Issue required documents like certificates of insurance.

Skills

Professional communication

Client management

Confidentiality

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.

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