Senior Account Specialist
Overview
Alera Group is looking for a Sr. Account Specialist. 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
Process service requests -
• Assist in preparation of quality submissions to carriers on behalf of client or prospect.
• Assist in reviewing and analyzing quotations received from carriers.
• Assist in preparation of professional and accurate proposals / pre-renewals for presentation to our clients.
• Request and review endorsements for accuracy.
• Process premium audits and assist AM or AE in event of complexity and/or a dispute.
• Prepare Liability and Property certificate templates and issue certificates.
• Perform contract review with respect to insurance requirements.
• Prepare and deliver timely binders and invoices upon binding of coverage.
• Secure premium financing when needed.
• Perform final policy checks before delivery to clients.
• Prepare premium allocations.
• Assist in creating 5-year snapshots.
• Quote online small business.
• Submit detailed claims to claims department.
• Reviews contractual insurance requirements
• Proficient in complete Acords
• Follow-up in a timely and professional manner with all clients, carriers, producers, and peers.
• Maintain and prioritize workload, including work to be handled by Account Assistant.
• Maintain client data and correspondence in agency systems including Sagitta, ImageRight and Indio.
• Participate in monthly renewal meetings with producer and other Account Managers on the team.
• Maintain certifications and complete assigned training goals.
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
• Assistant in training and mentoring of account assistants as needed.
• Perform other duties as assigned.
Qualifications
• Minimum 2 years industry experience.
• Resident State’s Agents License.
• Industry related certifications preferred.
• College degree preferred, or equivalent work 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 $36 to $38 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.
Apply Now
Apply Now
Alera Group is looking for a Sr. Account Specialist. 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
Process service requests -
• Assist in preparation of quality submissions to carriers on behalf of client or prospect.
• Assist in reviewing and analyzing quotations received from carriers.
• Assist in preparation of professional and accurate proposals / pre-renewals for presentation to our clients.
• Request and review endorsements for accuracy.
• Process premium audits and assist AM or AE in event of complexity and/or a dispute.
• Prepare Liability and Property certificate templates and issue certificates.
• Perform contract review with respect to insurance requirements.
• Prepare and deliver timely binders and invoices upon binding of coverage.
• Secure premium financing when needed.
• Perform final policy checks before delivery to clients.
• Prepare premium allocations.
• Assist in creating 5-year snapshots.
• Quote online small business.
• Submit detailed claims to claims department.
• Reviews contractual insurance requirements
• Proficient in complete Acords
• Follow-up in a timely and professional manner with all clients, carriers, producers, and peers.
• Maintain and prioritize workload, including work to be handled by Account Assistant.
• Maintain client data and correspondence in agency systems including Sagitta, ImageRight and Indio.
• Participate in monthly renewal meetings with producer and other Account Managers on the team.
• Maintain certifications and complete assigned training goals.
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
• Assistant in training and mentoring of account assistants as needed.
• Perform other duties as assigned.
Qualifications
• Minimum 2 years industry experience.
• Resident State’s Agents License.
• Industry related certifications preferred.
• College degree preferred, or equivalent work 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 $36 to $38 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.
Apply Now
Apply Now