ORI - Assistant Account Manager P&C

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

Job summary

Alera Group is seeking a Commercial Lines Assistant Account Manager to manage client relationships and support account executives in a fast-paced environment. The ideal candidate will have a passion for customer service and at least two years of relevant experience, showcasing strong communication and organizational skills. This role also requires a Property & Casualty license, with added benefits such as comprehensive insurance and a hybrid work model.

Benefits

Medical insurance

Dental insurance

401k plan

Generous paid time off

Qualifications

• Minimum of 2 years of professional experience in customer service or insurance.
• Property & Casualty license required.
• CISR or CIC designations preferred.

Responsibilities

• Maintain client data in the CRM system and ensure timely communication.
• Provide high-quality client service and manage policy changes.
• Prepare proposals and ensure compliance with procedures.

Skills

Communication

Organizational Skills

Customer Service

Education

High School Diploma

Tools

MS Office Suite

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.

This position’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction. The Assistant Account Manager will assist one or more Account Executives in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to other departments as needed, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.

Responsibilities

• Maintain accurate client data and documentation in the CRM system, ensuring timely communication and follow-through on action items.

• Provide high-quality client service by responding to requests promptly and managing policy changes, endorsements, and renewals.

• Market and negotiate insurance coverage with carriers, recommending optimal solutions based on client needs and market conditions.

• Prepare proposals, coverage comparisons, and other client-facing materials to support informed decision-making.

• Ensure compliance with company procedures and regulatory requirements, including documentation, record retention, and confidentiality standards.

• Support team operations by assisting with administrative tasks, participating in training, and contributing to internal projects as needed.

Qualifications

• High School Diploma.
• Minimum of 2 Years Prior Professional Experience as a Customer Service Representative, Sales, or Account Manager in a retail insurance agency.
• Property & Casualty license.
• CISR or CIC designations, preferred.
• Exceptional verbal, written, and communication/people skills.
• Strong organizational skills, attention to detail, and ability to successfully interact at all company levels while maintaining a high degree of confidentiality in a team environment.
• Proficient in MS Office Suite.
• Can work independently and see initiatives or issues through to completion.
• Must be comfortable dealing with all kinds of people and have a desire to provide exceptional customer service.

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.

Hourly range is $25 to $33.50 per hour.

We're anequal 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 understandwhat personal information we may collect and use as part of your application process.

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