Assistant Account Manager P&C

OVERVIEW

Orion Risk Management, an Alera Group Company is seeking an Assistant Account Manager Trainee to join their Property and Casualty Team!

Alera Group was formed on January 1, 2017, and is one of the largest independent, national insurance and financial services firms in the U.S. with over $500 million in revenue. Alera Group is a very entrepreneurial firm bounded together via a culture of collaboration which is reinforced by the practice of The Collaborative Way.

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 you're looking for, this is your chance to be part of an amazing organization!

RESPONSIBILITIES

• Attend all training assigned and take assessments each week.

• Follow agency systems, procedures and timeframes

• Add and maintain client files on the computer according to agency procedures

• Perform rating functions on various carrier websites

• Learn to process policies, endorsements and endorsement requests according to agency procedures and timeframes

• Issue certificates of insurance, insurance applications, identification cards, etc according to agency procedures and timeframes

• Keep suspense items current according to agency procedures

• When necessary, contact clients and/or insurance carriers for information or to perform service

• Make photocopies and scan various documents

• Perform miscellaneous projects as requested by supervisor

• Attend all training session held by the agency

• Adhere to agency's attendance policy

• Attend and pass CISR courses with the goal of obtaining the CISR designation

• Excellent oral and written communication skills

QUALIFICATIONS

• High school diploma

• Professional appearance

• Ability to work within a team environment

BENEFITS

Compensation: Starting at $27/hr+

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.