Account Coordinator en Alera Group

Alera Group is looking for a Account Coordinator. 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.

• Enters client and policy information into the agency management system.
• Collaborate easily with co-workers; keep shared information up to date.
• Review policies, process change requests, follow up with carriers, review endorsements, and invoice clients.
• Building a strong understanding in Medical Malpractice Liability Insurance and other ancillary liability lines.
• Begin handling and understanding small business accounts.
• Assisting in the renewal and new business processes.
• Building and maintaining relationships with carrier partners, doctors, medical firms, front office staff, and personnel in other Alera firms.
• Assisting account management team in generating certificates of insurance, documents, and proposals.
• Using AMS360, Microsoft Office Suite, COI generator, and other Alera HCL Tools.
• Manages ad hoc tasks related to account maintenance, as required.

• High School diploma or equivalent education.
• Minimum 3+ years of work experience in customer service.
• 0 – 2 years of relevant insurance experience.
• Strong organization and written/verbal communication skills.
• Willing to obtain a P&C license within first 90 days of hire.
• Strong interpersonal skills and self-motivated.
• Excellent data entry skills combined with strong proficiency in MS Office software and efficient execution of administrative tasks.
• Experience with AMS360 is a plus.

This job is expected to be performed on-site in the office.

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 $50K to 52K 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.

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