Account Manager

Alera Group•Irvine, CA

1d•$29 - $40•Hybrid

About The Position

Alera Group is looking for an 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 14th 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.

Requirements

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

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

Benefits

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

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