Commercial Lines Account Manager Assistant

Alera Group•Syracuse, NY

9d•Hybrid

About The Position

Commercial Lines Account Manager Assistant – Property & Casualty Location: Hybrid | Local to Syracuse, New York At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Commercial Lines Account Manager Assistant who will support risk strategy, client service excellence, and operational accuracy. About Alera Group 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. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Requirements

1–2 years of experience in Property & Casualty Insurance
New York State Property & Casualty license
Experience supporting client service, account management, or insurance service activities
Strong verbal and written communication skills
Excellent organization, time management, and prioritization skills
Ability to shift focus and manage workload to meet time-sensitive deadlines
Strong attention to detail and accuracy
Proficiency in Microsoft Office products
Ability to build relationships and collaborate effectively with internal teams and carrier partners
Active State Property & Casualty License
Ability to obtain required licensure within 6 months of hire
Ongoing continuing education to maintain active status

Nice To Haves

Bachelor’s degree
Experience with client management systems and document management systems
Experience using carrier websites for rating, billing, endorsements, and loss run retrieval
Experience with CSR24 or similar client service tools
Strong presentation skills
Demonstrated interest in continued training and professional development

Responsibilities

Support client service activities necessary to meet client needs while providing exceptional and distinctive service
Assist with new business and renewal processes, including support for assigned program business
Act as a liaison with account managers and carrier partners to support client service objectives
Help ensure client requests, service needs, and follow-up items are handled accurately and in a timely manner
Support strong client and carrier relationships through responsive communication and reliable service
Maintain current knowledge and efficient use of client management systems to support accurate documentation and workflow compliance
Manage correspondence in a timely manner, including email and client document management system activity
Support use of carrier websites for rating, billing, endorsements, retrieval of loss runs, and related service needs
Maintain accurate documentation and support orderly account records
Use CSR24 and other client service tools accurately to support service delivery
Demonstrate strong attention to detail, accuracy, organization, and follow-through in daily responsibilities
Seize training opportunities to further personal and professional development
Support team success by building strong relationships and sharing knowledge, resources, and useful techniques
Contribute to a collaborative team environment through communication, teamwork, and accountability
Help identify opportunities to improve service processes, client responsiveness, and operational consistency