Account Manager
Apply NowCompany: ALERA GROUP
Location: Newport Beach, CA 92660
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
QUALIFICATIONS
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-MM1
#LI-Remote
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-MM1
#LI-Remote