Offer summary

Qualifications:

1+ years of experience in Commercial Lines insurance is preferred., A valid NJ Property and Casualty (P&C) Insurance License is required., Strong customer service skills with the ability to empathize with clients., Proficiency in Microsoft O365 and familiarity with Agency Management Systems is a plus..

Key responsabilities:

Support marketing efforts for renewals and prepare client proposals as needed.

Process endorsements and issue certificates, evidences, and ID cards.

Maintain accurate bookkeeping systems and resolve billing issues.

Provide exceptional customer support and manage client needs to ensure timely resolutions.

Job description

Overview

Capstone, an Alera Group company, is looking for a Commercial Lines Account Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

Support the marketing of renewals, drafting and preparing renewal client proposals, as required
Processing of endorsements
Issuing certificates, evidences and ID cards
Maintain and keep current, all bookkeeping systems, database and records
Processing Non-Pay Cancellations and resolving billing issues  
Providing superior customer support – manage customer needs to a successful and timely resolution 
General miscellaneous tasks as required

Qualifications

Preferred - 1+ years Commercial Lines experience
NJ Property and Casualty (P&C) Insurance License required
Customer service oriented – ability to put yourself in the shoes of the customer
Proficient in Microsoft O365 (i.e. word, excel, etc.) 
Familiar with Agency Management Systems and Carrier websites is a plus
Ability to multi-task, prioritize and manage time effectively 
Flexibility to adapt to organizational needs as required

Benefits

This is a regional specific remote role for New Jersey.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

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.

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

 

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