Personal Lines Account Manager

OVERVIEW

Alera Group is looking for a Personal Lines Service Specialist to join their Property & Casualty team who brings experience and enthusiasm - 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.

Sylvia Group uses a four-step process of analysis, planning, coordination, and implementation to provide businesses and individuals with customized programs of performance-based insurance, employee benefits, and financial planning. With seven decades of service to clients in Massachusetts, Rhode Island, and beyond, we're renowned for our commitment to our clients and our community, as well as for our industry expertise. As an Alera Group company, we combine local service with a national scope.

RESPONSIBILITIES

As a Personal Lines Service Specialist, you will be integral to delivering exceptional customer service and supporting our Personal Lines team. Collaborating closely with account managers, you'll assist with client transactions, service accounts, and address billing inquiries.

• Serve as the primary contact for billing and payment questions, ensuring prompt and thorough responses to client needs.

• Efficiently complete RMV transactions and handle requests for binders and certificates of insurance.

• Assist account managers with rating, quoting, reviewing, and binding Personal Lines risks while adhering to underwriting guidelines.

• Contribute to proactive renewal initiatives by quoting client accounts ahead of renewal dates.

• Identify and communicate opportunities for streamlining processes to leadership.

• Participate in seminars and training to enhance skills and competencies.

QUALIFICATIONS

• BA/BS Preferred

• Insurance Producer License or willingness to obtain

• Strong desire to learn

• Possesses good listening skills, attention to detail and ability to handle multiple projects and deadlines

• Possesses good communication and organizational skills

• Possesses a sense of urgency

• Problem solver

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 $42,000 - 68,000 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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