Assistant Account Manager

Alera Group • Manasquan, NJ

9d • Onsite

About The Position

Alera Group is looking for an Account Manager, Commercial Lines Ground Transportation to join their growing team. They are seeking a motivated, relationship-driven insurance professional who brings experience, a proactive mindset, and a strong client-first approach to their work. This role is ideal for someone who enjoys building trusted client relationships, managing complex commercial transportation accounts, collaborating across teams, and being part of a growth-focused organization. Alera Group, founded in 2017, is one of the largest privately held insurance brokerage and financial services firms in the U.S., with offices nationwide, offering both national scale and local expertise.

Requirements

• 1+ years of Commercial Lines insurance experience preferred
• Active New Jersey Property & Casualty (P&C) Insurance License required
• Strong customer service orientation with the ability to anticipate and respond to client needs effectively
• Proficiency in Microsoft O365 applications (Word, Excel, Outlook, etc.)
• Experience with agency management systems and carrier portals preferred
• Strong organizational skills with the ability to multitask, prioritize, and manage time effectively
• Flexible and adaptable to changing business and organizational needs

Nice To Haves

• Active State Property & Casualty License
• Ongoing continuing education to maintain active status

Responsibilities

• Support the marketing and renewal process, including drafting and preparing client renewal proposals, as needed
• Process policy endorsements accurately and in a timely manner
• Issue certificates of insurance, evidences of coverage, and ID cards
• Maintain accurate and up-to-date bookkeeping systems, databases, and client records
• Process non-pay cancellations and assist in resolving billing-related issues
• Provide exceptional customer service by managing client needs through timely and successful resolution
• Assist with general administrative and miscellaneous duties, as needed

Benefits

• medical, dental, vision, life and disability coverage
• 401(k)
• generous PTO
• Professional Development – Alera Group Academy (Role-specific learning paths, Leadership development programs, Technical and compliance training, Industry certifications and continuing education support, Peer learning and knowledge-sharing communities)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed