Account Manager
Overview:
Propel, an Alera Group company, is looking for an 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.
Responsibilities:
- Serve as the primary client service contact for multiple accounts.
- Prepare and review submissions, quotations, proposals, endorsements, and policy documents.
- Process premium audits, assist with disputes, and secure premium financing as needed.
- Conduct contract reviews for insurance requirements and issue certificates of insurance.
- Lead monthly renewal meetings and maintain knowledge of carrier underwriting requirements.
- Mentor and coach team members while managing workload with company systems.
- Identify and capitalize on account rounding and cross-sell opportunities.
Qualifications:
- 5+ years of industry experience, including 3+ years as an Account Manager.
- Active state P&C Agent’s License and industry-related certifications expected.
- College degree preferred or equivalent experience with broad industry knowledge.
- Strong work ethic—timely follow-up, proactive, detail-oriented, and dependable.
- Excellent communication skills with a professional, solution-oriented mindset.
- Proficiency in MS Office (Word, Excel, Outlook) and agency management systems (AMS Sagitta, ImageRight preferred).
- Strong technical knowledge of commercial lines coverage.
Equal Opportunity Employment:
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Hourly range is $42 to $46 per hour.
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.
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