Account Manager

Alera Group
Newport Beach, California
Not Specified
Nov 01, 2022
Dec 31, 2022
Job Type
Not Specified
Career Level
Not Specified


The Brokerage, an Alera Group Company, is currently seeking a bright, motivated individual to join our team full-time as a Commercial Insurance Account Manager with opportunity for advancement.


Work within our agency management system (EPIC) to service our client accounts including:

  • Renewal insurance marketing
  • Preparation of proposals of insurance
  • Processing of policy changes
  • Invoicing
  • Responding to client requests in a timely fashion
  • Responding to Account Executive and Producer requests in a timely fashion
  • Reviewing and advising on Policy Forms
  • Interacting with insurance underwriters in reference to client needs
  • Staying updated with current carrier/market conditions

  • High School Diploma
  • Active California Property & Casualty Insurance License
  • Ability to work in a team setting
  • Positive attitude with solid interpersonal skills
  • Professional oral and written communication skills
  • Willingness to learn in a technical/professional field
  • Ability to organize/prioritize
  • At least 4-6 years as an assistant account manager or account manager
  • Proficiency in navigating a computer
  • Proficiency in Microsoft Office (Excel & Word)
  • Ability to do basic retail math (including fractions, percentages, etc.)
  • Ability to communicate clearly in English (Any second language is a plus but not required.)
  • Strong oral and writing skills
Equal Opportunity Employment

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.

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

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