Commercial Lines Account Manager
Alera Group is looking for a Commercial Lines 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 14th 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
Take ownership of a commercial book of business ensuring high retention and client satisfaction. Act as the main point of contact for clients, fostering strong relationships and driving retention by proactively guiding them through coverage questions, policy changes, and billing inquiries. Maintain meticulous client files and service timelines in EPIC, ensuring the accurate and timely processing of endorsements, audits, and premium finance agreements. Expertly handle certificate requests and contract reviews while maintaining strict confidentiality and absolute ownership over the accuracy of all client materials. Note: Experience with Oil & Gas accounts is a significant asset for this role. Utilize strong written and verbal skills to collaborate effectively with carriers, vendors, and internal teams to facilitate smooth account administration. Demonstrate self-reliance to investigate coverage issues and resolve inquiries promptly, delivering professional solutions that exceed client expectations. Apply outstanding organizational skills to prioritize renewals and daily transactions, while providing backup coverage for teammates to ensure consistent service delivery. Stay ahead of industry trends, legislation, and new products while managing continuing education (CE) to keep your P&C license active. Qualifications
3+ years of experience in both insurance and customer service is required. Must hold an Active Texas Property & Casualty License. Oil & Gas insurance experience is highly preferred and can substitute for software proficiency. High School Diploma required; college coursework is preferred. Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), Zoom, and Microsoft Teams. Experience with Indio and EPIC is preferred. Ability to perform essential calculations involving decimals and fractions for policy assessments. Additional Information
This job requires presence in the office on a hybrid schedule as agreed with the manager. 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. 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. Location Type: Hybrid
Alera Group is looking for a Commercial Lines 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 14th 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
Take ownership of a commercial book of business ensuring high retention and client satisfaction. Act as the main point of contact for clients, fostering strong relationships and driving retention by proactively guiding them through coverage questions, policy changes, and billing inquiries. Maintain meticulous client files and service timelines in EPIC, ensuring the accurate and timely processing of endorsements, audits, and premium finance agreements. Expertly handle certificate requests and contract reviews while maintaining strict confidentiality and absolute ownership over the accuracy of all client materials. Note: Experience with Oil & Gas accounts is a significant asset for this role. Utilize strong written and verbal skills to collaborate effectively with carriers, vendors, and internal teams to facilitate smooth account administration. Demonstrate self-reliance to investigate coverage issues and resolve inquiries promptly, delivering professional solutions that exceed client expectations. Apply outstanding organizational skills to prioritize renewals and daily transactions, while providing backup coverage for teammates to ensure consistent service delivery. Stay ahead of industry trends, legislation, and new products while managing continuing education (CE) to keep your P&C license active. Qualifications
3+ years of experience in both insurance and customer service is required. Must hold an Active Texas Property & Casualty License. Oil & Gas insurance experience is highly preferred and can substitute for software proficiency. High School Diploma required; college coursework is preferred. Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), Zoom, and Microsoft Teams. Experience with Indio and EPIC is preferred. Ability to perform essential calculations involving decimals and fractions for policy assessments. Additional Information
This job requires presence in the office on a hybrid schedule as agreed with the manager. 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. 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. Location Type: Hybrid