Senior Account Manager

OVERVIEW

AIA, an Alera Group company is seeking a Senior Commercial Lines Account Manager to join our team!

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 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

• Client Service & Support: Respond to client inquiries, process mid-term certificates, endorsements, auto ID cards, and issue insurance binders within 24 hours. Assist prospects/insureds until a producer is available and provide clear explanations of audits or policy changes.
• Policy Management: Prepare and process applications for new and renewal business, manage endorsement changes, cancellations, and premium adjustments within 72 hours, and support the creation of formal insurance proposals.
• Renewal & Expiration Tracking: Review monthly expiration lists 120 days prior to policy end dates and collaborate with producers to ensure timely renewals and proactive client engagement.
• Claims & Issue Resolution: Handle claims processing in the absence of the claims department and keep producers informed of significant account activities or potential issues.
• Automation & Documentation: Maintain accurate client records in the agency's system, manage suspense items within 72 hours, and ensure all documents are properly imaged and up to date.
• Accounts Receivable Compliance: Follow agency billing and collections policies, monitor unpaid audits, and coordinate with producers to ensure timely payment resolutions.
• Industry Knowledge: Stay current on insurance rates, forms, and coverage changes through circulars, bulletins, and professional development opportunities.

QUALIFICATIONS

• 5-7 years of experience in property and casualty insurance.
• Resident Producer License in Property and Casualty.

BENEFITS

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

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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