Senior Account Manager

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.

• Serve as the primary client service contact for multiple accounts, managing renewals, completing Acord applications, and submitting thorough carrier applications.
• Analyze carrier quotations, prepare professional proposals with premium/rate/exposure comparisons, and conduct loss analysis, loss ratio, and loss trending studies.
• Review endorsements for accuracy, process premium audits, assist clients with disputes, and ensure compliance with COI requirements by ordering necessary endorsements.
• Prepare and deliver timely binders, invoices, certificates of insurance, and secure premium financing when needed, ensuring accurate policy issuance and delivery.
• Utilize company systems and procedures to manage workload, lead monthly renewal meetings with producers and account managers, and stay updated on underwriting requirements.
• Provide coaching and mentorship to team members, lead or support special projects, and complete assigned training goals while maintaining industry certifications.
• Identify and act on account rounding and cross-sell opportunities, proactively supporting business growth while performing additional responsibilities as needed.

• 5+ years industry experience including at least 3 years at the Account Manager level.
• Applicable state P&C Agents License
• Industry-related certifications expected.
• College degree preferred, or equivalent experience.
• Demonstrated proficiency in MS Office: Word, Excel, Outlook
• Agency Management System Experience. AMS Sagitta and ImageRight are preferred.
• Strong technical coverage knowledge of commercial lines.

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 $31 to $39 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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