Commercial Lines Account Executive jobs in United States
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Alera Group, Inc. · 13 hours ago

Commercial Lines Account Executive

Alera Group, Inc. is a rapidly growing company that specializes in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a Commercial Lines Account Executive to support the marketing of renewals, manage customer needs, and maintain bookkeeping systems.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Support the marketing of renewals, drafting and preparing renewal client proposals, as required
Processing of endorsements
Issuing certificates, evidences and ID cards
Maintain and keep current, all bookkeeping systems, database and records
Processing Non-Pay Cancellations and resolving billing issues
Providing superior customer support - manage customer needs to a successful and timely resolution
General miscellaneous tasks as required

Qualification

Commercial Lines experienceNJ PropertyCasualty LicenseMicrosoft O365 proficiencyAgency Management Systems familiarityCustomer service orientationTime managementFlexibility

Required

NJ Property and Casualty (P&C) Insurance License required
Customer service oriented - ability to put yourself in the shoes of the customer
Proficient in Microsoft O365 (i.e. word, excel, etc.)
Ability to multi-task, prioritize and manage time effectively
Flexibility to adapt to organizational needs as required

Preferred

5+ years Commercial Lines experience
Familiar with Agency Management Systems and Carrier websites is a plus

Benefits

Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more

Company

Alera Group, Inc.

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Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.

Funding

Current Stage
Late Stage
Total Funding
$1.1B
Key Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity

Leadership Team

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Jim Blue
Chief Executive Officer
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Alan Levitz
Executive Vice Chairman
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Company data provided by crunchbase