Senior Insurance Account Professional

5 days ago


Newport Beach, California, United States Alera Group Full time
About The Brokerage

The Brokerage, an Alera Group Company, is a reputable insurance organization seeking a highly motivated individual to join our team as a Senior Insurance Account Professional.

Company Overview

We are committed to providing exceptional service to our clients by delivering tailored insurance solutions that meet their unique needs. Our dedicated team of professionals is passionate about building long-term relationships with our clients and helping them achieve their goals.

Job Description

This role involves working within our agency management system (EPIC) to service client accounts, including:

  • Renewal insurance marketing
  • Preparation of proposals for insurance
  • Processing policy changes
  • Invoicing
  • Responding to client requests in a timely manner

Responsibilities also include interacting with insurance underwriters, staying updated on current carrier/market conditions, and communicating clearly with clients and colleagues.

Required Skills and Qualifications

To be successful in this role, you will need:

  • A High School Diploma or equivalent
  • An active California Property & Casualty Insurance License
  • 4-6 years of experience as an Assistant Account Manager or Account Manager
  • Proficiency in navigating a computer and Microsoft Office (Excel & Word)
  • Basic retail math skills, including fractions and percentages
  • Strong oral and written communication skills
Benefits

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

Salary and Career Advancement

The salary for this position starts at $80,000+ DOE, offering opportunities for career advancement based on performance and contributions to the company.



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