Assistant Client Manager

20 hours ago


Scottsdale, Arizona, United States Alera Group Full time
Job Summary

We are seeking a highly skilled and experienced Assistant Client Manager to join our team at Alera Group. As a key member of our Commercial Lines team, you will be responsible for providing exceptional client service, managing client relationships, and driving business growth.

Key Responsibilities
  • Provide day-to-day service to clients, including policy management, claims handling, and customer service
  • Manage client relationships, including communication, issue resolution, and account growth
  • Collaborate with Commercial Lines Account Managers to develop and implement business strategies
  • Process policy changes, endorsements, and audits in a timely and accurate manner
  • Manage carrier document notifications, pull documents from carrier websites, and handle/process documents as needed
  • Issue proofs, certificates, and auto ID cards
  • Review lease and other contracts for insurance terms and verify compliance with existing insurance programs
  • Assist with claims, including obtaining claim information, reporting, and following up with carriers and clients
  • Perform agency and direct billing activities as applicable to policy transactions on client accounts
  • Manage incoming email, calendars, tasks, and phone calls efficiently
  • Manage and keep current daily activities through client management systems
Requirements
  • 2+ years of Commercial Property & Casualty Insurance experience
  • P&C License required
  • Continuing Insurance Education activities viewed favorably
  • Proficient with Microsoft Office products, including Outlook, Word, and Excel
  • Experience with Applied EPIC and other integrated platforms preferred
  • Ability to multitask, delegate, and manage workloads and meet deadlines
  • Be responsible, organized, and a self-starter
Work Environment

The work environment is a normal office setting with controlled temperature and moderate noise level.

We offer comprehensive benefits to employees, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and much more.

We are an equal opportunity employer and welcome applications from diverse candidates.



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