Commercial Account Manager - Alera Group

Barkley, an Alera Group company, is looking for a Commercial Account Manager. We are seekinghighly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!  

Alera Group was foundedin 2017and 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 collaborationallows us to offer national resources combined with local service.  

• Renewal Management: Participate in monthly renewal meetings to strategize with Producers and manage the renewal timeline, including preparation, marketing, proposal, binding, policy checking, and delivery.

• Client Support: Provide technical support to Producers, review quotations and proposals, identify client exposures, and recommend appropriate coverage. Assist in tendering property and casualty claims through internal claims liaisons.

• Applications and Documentation: Facilitate applications for new and renewal business, ensuring written documentation of presentations and bind orders. Maintain accurate client management system files, including applications, activities, and policy updates.

• Policy Accuracy: Process and review endorsements and policies for accuracy, ensuring timely and precise workflow aligned with agency standards.

• Marketing and Carrier Relations: Stay informed on market trends, cultivate and maintain carrier relationships, and leverage opportunities to improve productivity and efficiency.

• Education and Compliance: Attend relevant educational programs to enhance departmental capabilities, adhere to organizational rules, and ensure compliance with company policies and procedures.

• Performance Optimization: Recommend and implement strategies to improve workflow efficiency, reduce costs, and support company objectives while acting within the scope of authority and established guidelines.

• Organized, energetic multitasker with strong leadership, teamwork, and interpersonal skills; builds relationships and manages diverse tasks effectively.
• Expert in State and Federal laws, industry practices, negotiation, marketing, analytics, and strategic planning, leveraging current trends and technology to drive client and agency success.
• Proficient in computer systems (Microsoft Applications, Applied EPIC, Salesforce, Zoho, PATA, ReSource Pro) and highly organized, adaptable, and precise, excelling in dynamic environments and meeting deadlines.

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 $95K to 110K per year. 

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. 

If you're a California resident, please read the California Consumer Privacy Act prior to applying. 

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