Assistant Account Manager

Alera Group•Chicago, IL

1d•Hybrid

About The Position

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an Assistant Account Manager who will support risk strategy, client service excellence, and operational accuracy. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role will focus on providing superior customer service by anticipating client needs and collaborating on client, producer, and account manager questions and issues.

Requirements

3+ years in commercial lines agency experience in a highly automated, risk management focused environment
Knowledge of property & casualty coverage lines
Strong client communication skills
Active Property & Casualty License or Ability to obtain required licensure within 60 days of hire
Ongoing continuing education to maintain active status

Nice To Haves

Experience with AMS systems

Responsibilities

Deliver exceptional day-to-day client service by proactively addressing client, producer, and account manager needs in a timely manner.
Support the renewal process by gathering client information, coordinating carrier requirements, preparing exposure workbooks, and assisting with renewal presentations.
Process policy changes, renewals, premium audits, cancellations, reinstatements, bonds, and related billing activities with accuracy and attention to detail.
Prepare certificates of insurance, ID cards, binders, and evidence of property documentation while ensuring compliance and service excellence.
Maintain accurate policy and client records within AMS360 and Worksmart while building strong relationships with clients, carriers, and internal teams.