Account Coordinator

Alera Group is looking for an Account Coordinator - Small Commercial. 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.

This position is responsible for supporting Account Managers with client service to ensure the delivery of an excellent client experience. A successful Account Coordinator will have the service skills needed to meet internal and external customer needs, aiding in the gain and retention of our client base. The ability to organize and prioritize work during high volume periods to meet deadlines and expectations is a critical component of this role. This position requires interaction with leadership, colleagues, clients, and carrier representatives.

• Develop and maintain a strong relationships with Internal Services and the Account Management team
• Adhere to agency best practices relative to workflow management and data integrity
• Support the management of renewal and proposal processes
• Prepare documents for client meetings
• Assist in maintenance of stewardship reporting for Account Management
• Support Account Managers with client management and stewardship tasks; including claims, reporting, motor vehicle reports, certificate issuance, etc.
• Research policy language and compare coverage options to support Account Manager decision-making
• Master internal client management systems, including AMS 360 and ImageRight
• Assist in training junior team members
• Pursue a program for personal and professional development
• Create and maintain a positive work environment � build trust, open communication, creative thinking & cohesive teamwork.
• Support Alera Group culture through leading by example.
• Performs other duties and projects as needed

• Minimum of 2 years of customer service and or professional work experience
• Possess or willing to obtain a Property & Casualty license
• Basic understanding and use of Microsoft Office
• Ability to understand workflows and identify opportunities to streamline and improve established process
• Ability to define problems, collect data, establish facts, and draw valid conclusions

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.

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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