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Commercial Lines Assistant Account Manager
2 months ago
Alera Group is seeking a highly motivated and detail-oriented Commercial Lines Assistant Account Manager to join our Property & Casualty team. As a key member of our team, you will play a vital role in supporting client acquisition, maintenance, and retention.
Key Responsibilities:- Assist Commercial Lines Customer Service Representatives and Senior Technical Assistants with servicing assigned clients, managing transactions efficiently.
- Handle workflow, billing, rating, policy follow-ups, endorsements, certificates of insurance, and renewal orders.
- Research and resolve discrepancies in accounting, ensuring smooth operations.
- Meet individual performance goals set by the Commercial Lines Department Manager.
- Collaborate with Customer Service Representatives, Producers, and the Commercial Lines Manager to address client issues and clarifications.
- Provide backup for Senior Technical Assistants and other roles as needed.
- Maintain a solid understanding of commercial lines workflows and procedures.
- High School Diploma or equivalent education.
- One (1) year of insurance agency or company experience.
- State Property & Casualty License required or obtained within 6 months of employment.
- Proficient in MS Office Suite; experience with TAM "The Agency Manager" a definite plus.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, paid time off and much more.
Hourly range is $20.52 to $28.20 per hour, based on experience.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
