Account Specialist

Alera Group Portland , OR 97228

Posted 4 days ago

OVERVIEW

Propel, an Alera Group company, is looking for an Account Specialist. 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

  • Process service requests
  • Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
  • Maintain and prioritize workload, including work to be handled by the Account Assistant.
  • Participate in monthly renewal meetings with producer and other Account Managers on the team.
  • Maintain certifications and complete assigned training goals.
  • Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
  • Perform other duties as assigned

QUALIFICATIONS

  • Minimum 1+ years of industry experience.
  • Resident State's Agents License.
  • Industry-related certifications preferred.
  • College degree preferred, or equivalent work experience.
  • Demonstrated proficiency in MS Office: Word, Excel, Outlook

BENEFITS

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 $28 to $32 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.

#LI-KL1

#LI-Hybrid

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