Sr. Account Manager
About The Position
Alera Group is looking for a Senior 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
- 3+ years of insurance industry experience
- 1+ years of experience at the Account Manager level (preferred)
- Active Property & Casualty (P&C) Agent’s License in applicable state(s)
- Industry-related certifications expected
- Bachelor’s degree preferred, or equivalent relevant experience
Responsibilities
- Manage service requests and renewals: Collaborate with producers and clients to establish renewal expectations, complete renewal applications, submit thorough carrier submissions, and prepare accurate proposals, binders, invoices, and policy documents.
- Ensure policy accuracy and compliance: Review quotes, endorsements, audits, and issued policies; handle certificates of insurance (COIs), contract reviews, and compliance issues; and order endorsements or premium financing as needed.
- Maintain strong communication and organization: Provide timely, professional follow-up with clients, carriers, producers, and peers while effectively managing workload using company systems and procedures.
- Collaborate and contribute to team success: Participate in renewal meetings, assist with mentoring and training Account Assistants, and support team members as assigned.
- Stay current and compliant: Maintain active certifications, complete required training, and remain knowledgeable about carrier underwriting requirements and authority guidelines.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
251-500 employees
