Commercial Lines Account Associate

Alera Group
Syracuse, NY
Job Description

Job Description

OVERVIEW

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Haylor, Freyer and Coon, an Alera Group company, is looking for a Commercial Lines Account Associate We are seeking highly motivated colleagues who bring prior "commercial lines" experience and enthusiasm to join 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

Client Service:

    • Assist Account Managers and Producers in servicing commercial insurance accounts.

    • Respond to client inquiries regarding policies, coverage, and billing in a timely and professional manner.

    • Prepare policy documents, certificates of insurance, binders, ID cards, and endorsements.

 

Policy Management:

    • Review insurance policies and endorsements for accuracy and completeness.

    • Coordinate renewals by gathering updated client information and preparing renewal documentation.

    • Process policy changes and maintain accurate account records in the agency management system.

 

Administrative & Operational Support:

    • Maintain organized client files and ensure compliance with company and industry standards.

    • Support marketing and placement of new and renewal business with carriers.

    • Handle invoicing, payment processing, and related account service functions.


QUALIFICATIONS

  • Valid Property & Casualty insurance license
  • Bachelor's degree in business, insurance/ risk management, finance or related field. 
  • Prior commercial lines experience, preferred. 
  • Ability to shift focus and manage time in order to prioritize work load and to meet time sensitive deadlines
  • Experience working within an Agency Management System regularly. 
  • Lead by example

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. 

Compensation: $20 to $33 per hour, 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.

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