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NEWPORT BEACH California, Orange County, CA, United States Alera Group Full time

The Brokerage, an Alera Group Company, is currently seeking a bright, motivated individual to join our team full-time as a Commercial Insurance Account Manager with opportunity for advancement on our Property & Casualty team

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you’re looking for, this is your chance to be part of an amazing organization

Although our name sounds somewhat generic, our beliefs are anything but. The Brokerage was a natural evolution of the foundational principles ingrained over the years at The Wooditch Company. The concept of “Determined Advocate” for our clients is not merely an ideal or goal but a thought-to-action process that demands a perspective from our clients’ vantage. Our service protocols demand constant calibration to ensure our actions are dictated by this mandate. Our clients entrust us as their fiduciary and rely on our consultative stewardship.
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We believe our clients' needs are always a priority. Honesty, integrity and consideration are the underpinnings of our firm. These values guide our processes, affirm our decisions and provide direction for our training and growth. Our team members share a common desire to serve and have fun.


Work within our agency management system (EPIC) to service our client accounts including:

  • Renewal insurance marketing
  • Preparation of proposals of insurance
  • Processing of policy changes
  • Invoicing
  • Responding to client requests in a timely fashion
  • Responding to Account Executive and Producer requests in a timely fashion
  • Reviewing and advising on Policy Forms
  • Interacting with insurance underwriters in reference to client needs
  • Staying updated with current carrier/market conditions

  • High School Diploma
  • Active California Property & Casualty Insurance License
  • Ability to work in a team setting
  • Positive attitude with solid interpersonal skills
  • Professional oral and written communication skills
  • Willingness to learn in a technical/professional field
  • Ability to organize/prioritize
  • At least 4-6 years as an assistant account manager or account manager
  • Proficiency in navigating a computer
  • Proficiency in Microsoft Office (Excel & Word)
  • Ability to do basic retail math (including fractions, percentages, etc.)
  • Ability to communicate clearly in English (Any second language is a plus but not required.)
  • Strong oral and writing skills

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

Salary: Starting at $80,000+ DOE

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

PandoLogic. Category:Insurance, Keywords:Insurance Account Manager, Location:NEWPORT BEACH, CA-92658