Account Manager

Alera Group
Portland, OR
Job Description
OVERVIEW

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Alera Group is looking for an 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 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’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service.

  • Process service requests, including preparing submissions, reviewing quotations, issuing proposals, summaries, certificates, binders, invoices, and premium audits for clients

  • Review and verify policy endorsements, newly issued policies, and insurance contracts for accuracy and compliance

  • Follow up promptly and professionally with clients, carriers, producers, and team members

  • Manage and prioritize workload, coordinate with Account Assistants, and conduct monthly renewal meetings with producers and Account Managers

  • Maintain certifications, complete training goals, and stay current on underwriting requirements and carrier authority


QUALIFICATIONS

  • 3+ years of industry experience, including at least 3 years in an Account Manager role

  • Applicable state Property & Casualty (P&C) Agent license

  • Industry-related certifications expected

  • College degree preferred, or equivalent experience


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.


Salary range is $36 to $40 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.

 

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Location Type

Hybrid