Sr. Account Manager en Alera Group

Propel, an Alera Group company, is looking for a Senior 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.

• Manage the end-to-end renewal process, including pre-renewal meetings, completing ACORD applications in Sagitta, submitting carrier submissions, and analyzing carrier quotations to prepare accurate and professional client proposals and summaries.

• Review policy endorsements, premium audits, and contracts for accuracy and compliance; assist clients with audit disputes and perform detailed contract reviews related to insurance requirements.

• Handle certificate of insurance (COI) preparation, resolve complex COI compliance issues, and order necessary endorsements to meet compliance or coverage needs.

• Coordinate timely delivery of binders, invoices, and policy documents; secure premium financing as needed and review issued policies before client delivery.

• Maintain ongoing communication with clients, carriers, producers, and team members in a timely and professional manner to ensure high service standards.

• Utilize internal systems to organize and prioritize workload, participate in renewal meetings, and stay current on carrier underwriting guidelines and authority limits.

• Support team development by mentoring Account Assistants, maintaining certifications, completing training goals, and assisting with additional responsibilities as assigned.

• 3+ years insurance experience
• 1+ years at the Account Manager level preferred
• Applicable state P&C Agents License
• Industry related certifications expected.
• College degree preferred, or equivalent experience.
• Demonstrated proficiency in MS Office: Word, Excel, Outlook.
• Agency Management System Experience. AMS Sagitta, ImageRight, and Indio preferred.

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.

Salary is $90 to $100K 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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