Offer summary

Qualifications:

High school diploma required., Minimum of one year experience in a retail insurance agency as an assistant., Completion of relevant insurance education such as CISR or INS 21., Fire & Casualty license is necessary..

Key responsibilities:

Respond to client and account executive requests promptly and professionally.

Manage policy servicing tasks including endorsements and policy changes.

Collect and analyze data for assigned accounts to identify cross-selling opportunities.

Prepare and present insurance documents to support client decision-making.

Job description

Overview

Armstrong, an Alera Group company, is looking for an Account Manager. 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

Respond promptly and professionally to client and account executive/producer requests, ensuring efficient service and support.
Manage policy servicing tasks including requesting endorsements, processing policy changes, resolving invoicing discrepancies, and maintaining both physical and digital policy files per agency procedures.
Collect and analyze new and renewal data for assigned accounts, identifying cross-selling opportunities and staying current on market trends and emerging carriers.
Market applications to carriers following agency protocols, make informed coverage recommendations, and negotiate competitive terms for optimal coverage and premiums.
Prepare and present insurance documents such as quotes, proposals, coverage comparisons, and summaries to support client understanding and informed decision-making.
Provide administrative and technical support as needed, fulfilling assistant duties for assigned clients when required and completing projects assigned by management.
Participate in agency trainings and meetings, maintain reliable attendance, and pursue professional development by working toward CIC designation within a reasonable timeframe.

Qualifications

High school diploma
Professional appearance
Ability to work within a team environment
Minimum of one year prior experience as an assistant in a retail insurance agency
Completion of relevant insurance education (i.e. - CISR, INS 21, etc.)
Fire & Casualty license

Benefits

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

Salary range is $70K to 95K per year.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

 

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