Commercial Lines Assistant
About The Position
Alera Group is looking for a Commercial Lines Assistant. 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
- Ability to obtain a Pennsylvania Property & Casualty license within one year of hire
- Working knowledge of Microsoft Word, Excel, and Outlook, with the ability to learn agency management systems and carrier rating platforms
- Strong organizational and teamwork skills, with attention to detail and the ability to follow guidance while managing multiple tasks in a fast-paced environment
Responsibilities
- Support large business account executives (accounts over $20,000 premium) by assisting with day-to-day servicing of commercial accounts, following direction to manage policy and customer-related activities
- Prepare and process policy documentation including certificates of insurance, binders, ID cards, endorsements, audits, cancellations, invoicing, and accurate updates within agency management systems
- Coordinate with clients and insurance carriers to respond to policy change requests, obtain loss runs, request endorsements, and provide clerical and administrative support to ensure timely policy delivery
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
