ORI - Commercial Account Manager

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

Job summary

Alera Group is seeking an experienced Commercial Lines Account Manager to join their fully remote team. The role involves servicing client accounts, managing insurance proposals, and ensuring effective communication with underwriters. Ideal candidates should hold a California insurance license and have a strong background in account management.

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).
• Strong teamwork and interpersonal skills.

Responsibilities

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

Skills

Teamwork

Interpersonal skills

Professional communication

Organizational skills

Attention to detail

Basic retail math

Education

High School Diploma

California Property & Casualty Insurance License

Tools

Microsoft Office

EPIC

Job description

Overview

Alera Group is looking for an experienced 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

• 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.

Additional Information

This job is fully remote.

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 $28 to $45 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 understandwhat personal information we may collect and use as part of your application process.

#LI-MM1

#LI-Remote