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Insurance Assistant Manager

2 months 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 and support to our clients, carriers, and agency partners.

Key Responsibilities
  • Provide direct support to Commercial Lines Account Managers on existing and new business opportunities
  • Check new and renewal policies for accuracy in rating, typing, forms, coverage, signatures, etc.
  • Update management systems accordingly
  • Ensure timely delivery of policies to clients, with support from Account Managers and Resource Pro
  • Process change requests, endorsements, and audits, as well as manage carrier document notifications
  • Handle and process documents, setting up workflow and distribution as needed
  • Issue proofs, certificates, and auto ID cards, reviewing basic leases and contracts for insurance terms and compliance
  • Assist with claims, obtaining claim information, reporting, and following up with carriers and clients
  • Collaborate with clients, as needed, to manage service needs
  • Perform agency and direct billing activities, as well as premium finance contract creation and execution
  • Provide online carrier website and rating support, as well as identify cross-selling and account rounding opportunities
  • Assist Account Managers with receivable collections and check requests for client refunds and carrier premium payments
Requirements
  • 2+ years of Commercial Property & Casualty Insurance experience
  • Experience with Management Lines of business (D&O, EPLI, Professional, Cyber) is a plus
  • P&C License required
  • Continuing Insurance Education activities are viewed favorably
  • Proficient with Microsoft Office products, including Outlook, Word, and Excel
  • Experience with Applied EPIC and other integrated platforms is preferred, though not required
  • Ability to multitask, delegate, and manage workloads and meet deadlines
  • Responsibility, organization, and self-starting skills are essential
Work Environment

Alera Group offers a comprehensive benefits package, including medical, dental, STD, LTD, and life insurance, 401k, paid time off, and more. We are an equal opportunity employer, committed to diversity and inclusion.