Alera Group

Manage and support commercial insurance client accounts, advise on coverage, and cross-sell additional services. | Minimum of 3 years' commercial lines experience, valid property and casualty license, proficiency in insurance management software, and strong communication skills. | OVERVIEW Alera Group is looking for a Commercial Lines Property and Casualty Account Manager in Long Island, NY! 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 14th 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 • Deliver exceptional service and support for commercial lines insurance clients, ensuring timely and accurate resolution of their needs and concerns. • Advise clients on coverage options, policy changes, and risk management; provide clear recommendations and manage premium collections. • Manage and maintain client accounts using Applied Epic, including documentation, policy updates, and proactive follow-up communication. • Identify opportunities to round out accounts and cross-sell additional coverage to maximize value and earn commissions. • Respond promptly to client and carrier requests, maintaining compliance and minimizing E&O risk. QUALIFICATIONS • Minimum of 3 years' of Commercial Lines experience. • Valid Massachusetts Property and Casualty License • Excellent communication skills with a talent for building strong client relationships. • Highly organized, detail-oriented, and able to manage multiple priorities and deadlines. • Proficient in insurance agency management software, insurance rating tools, and Microsoft Office Suite. • Applied Epic experience is a plus! ADDITIONAL INFORMATION This job requires presence in the office on a hybrid schedule as agreed with the manager. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. The salary range is $55K to $80K per year. This role is commission eligible. 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. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-NO1 #LI-Hybrid Location Type Hybrid

Manage employee benefits accounts including client communication, new group implementation, claim resolution, and employee education. | Requires life and health insurance license, insurance brokerage experience, advanced knowledge of employee benefits plans, and strong communication and organizational skills. | OVERVIEW Alera Group is looking for a Senior Account Manager - Employee Benefits Health and Welfare. 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 14th 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 The Account Manager coordinates the placement and service of employee benefits for Alera Group clients. This position is client-facing and leverages competencies and advanced knowledge of group employee benefits insurance services, HR administrative functions and plan design to best service clients. Primary responsibilities include, but not limited to: • Account management including escalated claim research and resolution • Daily communication with internal and external clients • New group implementation, coordinate internally and set up external vendors, including, but not limited to Medical, Dental, Vision, Life, Disability, Worksite, COBRA, HSA, FSA, HRA, LOAs, FMLA services • Client liaison, problem solving • Project implementation and completion • Review and interpret documents and contracts • Employee education, conduct meetings, and employee communication materials • Lead the required peer-review of employee communications material • Conduct employee education recordings, webinars as needed • Work efficiently in a fast-paced environment with many demands • Ability to multi-task • Organizational skills, prioritizing, and meet deadlines • Be proficient in Microsoft Office applications • Attend training sessions to stay updated on product, regulation, or policy changes • Have strong analytical and problem-solving skills • Strong verbal and written communication skills • Build internal and external relationships QUALIFICATIONS • Undergraduate college degree preferred; or experience equivalent considered • Life and Health Insurance State License – required • Insurance carrier, benefits administration, and/or insurance brokerage experience required. • Intermediate to advanced knowledge of the following: • Fully-insured and Self-funding health plans • Wellness programs, dental, life, short- and long-term disability • Regulatory environment of employee benefit plans • Ability to establish priorities, work independently and proceed with objectives with little or no supervision • Computer skills with proficiency in Word, Excel and PowerPoint including strong proficiency in verifying financial spreadsheets ADDITIONAL INFORMATION This job is fully remote. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Where required (including remote): Salary range is $95K to $105K per year. 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. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-AM2 #LI-Remote Location Type Hybrid

Manage and service high-volume personal lines insurance accounts, including processing transactions, responding to inquiries, and identifying cross-sell opportunities. | Minimum 3 years industry experience, applicable state P&C license, proficiency in agency management systems, and strong technical knowledge of personal lines insurance. | OVERVIEW Alera Group is looking for a Personal Lines Account Manager. 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 As an Account Manager, your primary client service focus will be for high-volume low-touch small personal lines accounts. This work will allow you to continue a career path to Sr. Account Manager, Account Executive and Team Manager. • Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, binders, billing, correspondence on personal lines accounts • Respond to client inquiries, incoming mail, company requests, and producer requests in a timely manner • Identify and convert on account rounding and cross-sell opportunities • Perform all tasks in accordance with Alera Group and our Carriers' standards and procedures • Maintain current knowledge of underwriting requirements and authority outlined by each carrier • Learn and maintain knowledge of each Carrier's Service Center Platform • Help customers identify gaps in coverage, offer solutions, and place coverage • Update and maintain all client files on our technology platforms • Maintain knowledge of our carriers' products, underwriting guidelines, and operating procedures • Keep current with industry trends and competitive intelligence by participating in department meeting, reading company bulletins, and attending webinars • Use company systems and procedures to maintain and prioritize workload, including work to be handled by Account Assistant • Perform other duties as assigned by Team Manager QUALIFICATIONS Knowledge and Skills: • Strong oral and written communication skills • Solutions oriented toward delivering services • Demonstrated proficiency in MS Office: Word, Excel, Outlook • Agency Management System Experience. AMS Sagitta and ImageRight preferred • Strong technical coverage knowledge of personal lines • Strong work ethic - timely follow-up, team oriented, proactive, detail oriented, and dependable • Ability to work independently Experience and Education: • 3+ years industry experience • Applicable state P&C Agents License • Industry related certifications expected • College degree preferred, or equivalent experience ADDITIONAL INFORMATION This job is expected to be performed on-site in the office. Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. Salary range is $60K to $80K per year (depending 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. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-WZ1 #LI-Onsite Location Type In-Office

Manage multiple insurance accounts independently, handle renewals, maintain carrier relationships, advise clients on products, and mentor junior staff. | At least 3 years as an Account Manager with established carrier relationships and technical aptitude in insurance coverages. | OVERVIEW Propel, an Alera Group company is looking for a (Senior) Account Manager. 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 Serves as the primary client service contact for multiple accounts and is considered a highly experienced (Senior) Account Manager: • Performs account management duties with increasing independence, including managing the renewal processes within an assigned book of business typically generating revenue of $600k+ based on specialty • Maintains established relationships with multiple insurance carriers/brokers to negotiate and obtain quotes • Works directly with insureds, producers and vendors to facilitate renewals, new business opportunities and to resolve issues • Advises insureds on additional product opportunities • Trains and mentors account staff as opportunities arise • Promptly resolves accounting deficiencies • Proficient in contract review QUALIFICATIONS • At least 3 years as an Account Manager and is able to handle the most complex accounts • Has established carrier relationships • Demonstrates technical aptitude • In-depth understanding of a wide variety of coverages • Working toward proficiency in Senior Individual Contributor competencies * ADDITIONAL INFORMATION This role may be performed remotely. 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 $30 to $50 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. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-Remote #LI-WZ1

Manage insurance service requests, client support, compliance, workflow systems, and collaborate with producers and account managers. | 3+ years insurance experience, 1+ year as Account Manager preferred, P&C Agent's License, industry certifications, and college degree preferred. | OVERVIEW Propel, an Alera Group company is looking for a property and casualty Account Manager. 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 • Manage Service Requests: Handle pre-renewals/renewals, complete Acord applications, submit to carriers, and analyze quotations. • Client Support: Prepare proposals, summaries, binders, invoices, and certificates; review endorsements, policies, and audits for accuracy. • Compliance & Contracts: Conduct contract reviews, resolve COI compliance issues, order endorsements, and ensure insurance requirements are met. • System & Workflow Management: Use internal systems to track and prioritize workload; follow up professionally with clients and carriers. • Collaboration & Meetings: Participate in renewal meetings and coordinate with producers and account managers. • Training & Development: Complete certifications and training; assist with mentoring Account Assistants as needed. • Carrier & Industry Knowledge: Stay up to date on carrier underwriting guidelines and perform additional duties as assigned. QUALIFICATIONS • 3+ years of insurance experience • 1+ years at the Account Manager level preferred • Applicable state Property & Casualty (P&C) Agent's License • Industry-related certifications expected • College degree preferred, or equivalent experience ADDITIONAL INFORMATION This job is fully remote. 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 $33 to $43 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. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #LI-WZ1 #LI-Remote