Alera Group, Inc.
Account Manager - Property & Casualty
Alera Group, Inc., Newport Beach, California, us, 92659
Overview:
The Brokerage, an Alera Group Company, is currently seeking a bright, motivated individual to join our team full-time as a
Commercial
Insurance Account Manager
with opportunity for advancement on our Property & Casualty team!Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?If that is what youre looking for, this is your chance to be part of an amazing organization!Although our name sounds somewhat generic, our beliefs are anything but. The Brokerage was a natural evolution of the foundational principles ingrained over the years at The Wooditch Company. The concept of Determined Advocate for our clients is not merely an ideal or goal but a thought-to-action process that demands a perspective from our clients vantage. Our service protocols demand constant calibration to ensure our actions are dictated by this mandate. Our clients entrust us as their fiduciary and rely on our consultative stewardship.?We believe our clients' needs are always a priority. Honesty, integrity and consideration are the underpinnings of our firm. These values guide our processes, affirm our decisions and provide direction for our training and growth. Our team members share a common desire to serve and have fun.Responsibilities:Work within our agency management system (EPIC) to service our client accounts including:Renewal insurance marketingPreparation of proposals of insuranceProcessing of policy changesInvoicingResponding to client requests in a timely fashionResponding to Account Executive and Producer requests in a timely fashionReviewing and advising on Policy FormsInteracting with insurance underwriters in reference to client needsStaying updated with current carrier/market conditionsQualifications:
High School DiplomaActive California Property & Casualty Insurance LicenseAbility to work in a team settingPositive attitude with solid interpersonal skillsProfessional oral and written communication skillsWillingness to learn in a technical/professional fieldAbility to organize/prioritizeAt least 4-6 years as an assistant account manager or account managerProficiency in navigating a computerProficiency in Microsoft Office (Excel & Word)Ability to do basic retail math (including fractions, percentages, etc.)Ability to communicate clearly in English (Any second language is a plus but not required.)Strong oral and writing skills
Equal Opportunity Employment:We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.Salary: Starting at $80,000+ DOEWere 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.If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-MM1#LI-Hybrid
The Brokerage, an Alera Group Company, is currently seeking a bright, motivated individual to join our team full-time as a
Commercial
Insurance Account Manager
with opportunity for advancement on our Property & Casualty team!Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?If that is what youre looking for, this is your chance to be part of an amazing organization!Although our name sounds somewhat generic, our beliefs are anything but. The Brokerage was a natural evolution of the foundational principles ingrained over the years at The Wooditch Company. The concept of Determined Advocate for our clients is not merely an ideal or goal but a thought-to-action process that demands a perspective from our clients vantage. Our service protocols demand constant calibration to ensure our actions are dictated by this mandate. Our clients entrust us as their fiduciary and rely on our consultative stewardship.?We believe our clients' needs are always a priority. Honesty, integrity and consideration are the underpinnings of our firm. These values guide our processes, affirm our decisions and provide direction for our training and growth. Our team members share a common desire to serve and have fun.Responsibilities:Work within our agency management system (EPIC) to service our client accounts including:Renewal insurance marketingPreparation of proposals of insuranceProcessing of policy changesInvoicingResponding to client requests in a timely fashionResponding to Account Executive and Producer requests in a timely fashionReviewing and advising on Policy FormsInteracting with insurance underwriters in reference to client needsStaying updated with current carrier/market conditionsQualifications:
High School DiplomaActive California Property & Casualty Insurance LicenseAbility to work in a team settingPositive attitude with solid interpersonal skillsProfessional oral and written communication skillsWillingness to learn in a technical/professional fieldAbility to organize/prioritizeAt least 4-6 years as an assistant account manager or account managerProficiency in navigating a computerProficiency in Microsoft Office (Excel & Word)Ability to do basic retail math (including fractions, percentages, etc.)Ability to communicate clearly in English (Any second language is a plus but not required.)Strong oral and writing skills
Equal Opportunity Employment:We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.Salary: Starting at $80,000+ DOEWere 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.If you're a California resident, please read the California Consumer Privacy Act prior to applying.
#LI-MM1#LI-Hybrid