Licensed Assistant/Jr. Account Manager

OVERVIEW

Alera Group is looking for a Licensed assistant/Jr. Account Manager who brings experience and enthusiasm to our property and casualty 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 (Business Insurance, July 2024). 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.

At the Heist Insurnace agency our mission is to provide high quality insurance services in Southern New Jersey and vicinity with financially strong companies and competitive insurance products.

We realize our agency's greatest resources are people. Our intent is to…..

• Serve each customer with professionalism, courtesy, value and communication.

• Encourage each employee to develop and pursue professional, personal and self-achievement goals.

• Approach our community with a proactive spirit and contribute to areas benefiting our quality of life and the environment.

Our mission is to build these relationships synergistically to create a profitable existence for our employees, our customers, our companies and our lives.

Hours

A predetermined 7 hour work day 8:30am-4pm Monday through Friday. Available to report to work at any branch office, as needed.

RESPONSIBILITIES

• Serve as an assistant to resolve issues, answer questions, and handle correspondence with customers and carriers.

• Prepare and process underwriting documents, including proposals, applications, policies, and renewals.

• Assist clients with payment terms according to established guidelines.

• Effectively manage multiple tasks while ensuring accuracy and quality in your work.

• Prepare premiums, invoicing, and commissions; maintain organized computer files for follow-up actions.

• Provide assistance to underwriting and administration as needed, and back up reception duties when required.

Expectations:

• Excellent phone etiquette and verbal communication are essential.

• Punctuality and the ability to work independently while following management direction.

• Be driven to meet customer needs and handle difficult situations with professionalism.

• Proficient in MS Office (Word, Excel, Outlook).

• Maintain a friendly demeanor and professional appearance while fostering a supportive team environment.

• Willingness to assist with phone duties and work at different locations as needed.

If you're organized, proactive, and ready to contribute to a collaborative team, we want to hear from you!

QUALIFICATIONS

Education & Experience:

• High school diploma or GED required.

• Must hold a valid NJ property and casualty license.

• Familiarity with Windows is preferred.

Communication Skills:

• Clear verbal and written communication.

• Active listening and effective response to inquiries.

• Proficient in editing for grammar and clarity, and presenting numerical data.

Mathematical Skills:

• Ability to calculate discounts, interest, commissions, percentages, and basic accounting concepts.

Reasoning Ability:

• Skilled at solving practical problems and interpreting various instructions.

Computer Skills:

• Proficient in Microsoft Word, Outlook, and Excel preferred.

Other Skills:

• Typing speed of 35-40 wpm.

• Strong organizational and prioritization skills.

• Ability to meet deadlines and operate office equipment effectively.

Physical Demands:

• Regularly required to sit, use hands, and communicate verbally.

• Occasionally lift/move up to 10 pounds and perform tasks requiring close vision.

• Must use a telephone headset.

Work Environment:

• Moderate noise level with minimal travel, mostly phone and correspondence-based. Occasional travel for educational purposes may be required.

BENEFITS

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, paid time off and much more.

Salary range is $40,000 - 47,320 per year, based on experience.

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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