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Commercial Lines Account Manager Assistant

Alera Group

  • Syracuse, New York
  • 3 days ago
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    Skills

    • Asset Managementunmatched
    • Billingunmatched
    • Brokerageunmatched
    • Business Processesunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Customer Relationsunmatched
    • Customer Service Managementunmatched
    • Customer Service Operationsunmatched
    • Customer Service Toolsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Document Managementunmatched
    • Employee Benefitsunmatched
    • Establish Prioritiesunmatched
    • Follow Throughunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Mail Processingunmatched
    • Microsoft Officeunmatched
    • Microsoft Product Familyunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Property Managementunmatched
    • Property and Casualty Insuranceunmatched
    • Retention Programsunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Service Deliveryunmatched
    • Support Documentationunmatched
    • Systems Administration/Managementunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    OVERVIEW

    Commercial Lines Account Manager Assistant - Property & Casualty
    Location: Hybrid | Local to Syracuse, New York

    At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Commercial Lines Account Manager Assistant who will support risk strategy, client service excellence, and operational accuracy.

    About Alera Group
    Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

    Why Alera Group
    • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
    • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
    • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
    RESPONSIBILITIES

    What You'll Do / Your ImpactClient Partnership & Risk Strategy
    • Support client service activities necessary to meet client needs while providing exceptional and distinctive service
    • Assist with new business and renewal processes, including support for assigned program business
    • Act as a liaison with account managers and carrier partners to support client service objectives
    • Help ensure client requests, service needs, and follow-up items are handled accurately and in a timely manner
    • Support strong client and carrier relationships through responsive communication and reliable service
    Operational Excellence
    • Maintain current knowledge and efficient use of client management systems to support accurate documentation and workflow compliance
    • Manage correspondence in a timely manner, including email and client document management system activity
    • Support use of carrier websites for rating, billing, endorsements, retrieval of loss runs, and related service needs
    • Maintain accurate documentation and support orderly account records
    • Use CSR24 and other client service tools accurately to support service delivery
    • Demonstrate strong attention to detail, accuracy, organization, and follow-through in daily responsibilities
    Strategic Contribution
    • Seize training opportunities to further personal and professional development
    • Support team success by building strong relationships and sharing knowledge, resources, and useful techniques
    • Contribute to a collaborative team environment through communication, teamwork, and accountability
    • Help identify opportunities to improve service processes, client responsiveness, and operational consistency

    QUALIFICATIONS

    What You BringRequired
    • 1-2 years of experience in Property & Casualty Insurance
    • New York State Property & Casualty license
    • Experience supporting client service, account management, or insurance service activities
    • Strong verbal and written communication skills
    • Excellent organization, time management, and prioritization skills
    • Ability to shift focus and manage workload to meet time-sensitive deadlines
    • Strong attention to detail and accuracy
    • Proficiency in Microsoft Office products
    • Ability to build relationships and collaborate effectively with internal teams and carrier partners
    Preferred
    • Bachelor's degree
    • Experience with client management systems and document management systems
    • Experience using carrier websites for rating, billing, endorsements, and loss run retrieval
    • Experience with CSR24 or similar client service tools
    • Strong presentation skills
    • Demonstrated interest in continued training and professional development
    Core Competencies
    • Culture
    • Communication
    • Collaboration and teamwork
    • Planning and organizing
    • Decision making and problem solving
    • Detail orientation
    • Accountability and follow-through
    • Client-first thinking
    • Relationship building
    • Professionalism

    ADDITIONAL INFORMATION

    Compensation:
    Hourly ran

    Numbers & Facts

    LocationSyracuse, New York

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