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Junior Account Manager

2 months ago

Ocean City, New Jersey, United States Alera Group Full time
Company Overview

Heist Insurance Agency, part of the Alera Group, is dedicated to delivering exceptional insurance solutions in Southern New Jersey and surrounding areas. Our commitment lies in fostering strong relationships with our clients and providing top-notch services through our talented team.

Position Summary

We are seeking a Licensed Assistant/Jr. Account Manager - P&C Licensed to support our Property & Casualty division. This role is essential in managing both new and existing accounts, ensuring high-quality service delivery and client satisfaction.

Key Responsibilities
  • Assist in servicing accounts by addressing client inquiries and resolving issues effectively.
  • Prepare and process necessary documentation including proposals, applications, and policy renewals as directed by underwriting.
  • Coordinate payment arrangements in accordance with established protocols.
  • Maintain accurate records and monitor tasks to prevent errors and omissions.
  • Support accounting functions such as invoicing and commission calculations.
  • Provide administrative assistance to underwriting and management as required.
  • Be available to assist at the reception desk when necessary.

Qualifications
  • High school diploma or equivalent; NJ property and casualty license in good standing is required.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Strong communication skills, both verbal and written.
  • Ability to manage multiple tasks efficiently and effectively.
  • Demonstrated professionalism and a positive attitude in all interactions.

Work Environment

The role is primarily office-based with moderate noise levels. While most client interactions occur via phone and email, occasional travel may be necessary for training purposes.

Compensation and Benefits

Starting salary is $40,000 annually, with a comprehensive benefits package including medical, dental, life insurance, 401k, and paid time off.

Alera Group is an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.