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Alera Group

Provides employee benefits, risk, wealth management

Account Manager Associate - Property & Casualty

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeSyracuse, NY, USA

About the Job

Requirements

  • At least 2 years of experience in an insurance agency, carrier environment, or related field.
  • Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and Teams.
  • Ability to prioritize competing responsibilities while maintaining accuracy and attention to detail.
  • An active State Property & Casualty license may be required, or the ability to obtain the required licensure within 6 months of hire.
  • Ongoing continuing education may be required to maintain active licensure.

Responsibilities

  • Support Manufactured Housing clients with day-to-day service requests.
  • Issue certificates of insurance and identification cards accurately and efficiently.
  • Assist with new business and renewal policy issuance activities.
  • Order motor vehicle records and loss runs to support client and underwriting needs.
  • Complete renewal applications and assist with policy servicing activities.
  • Build positive relationships with clients and internal partners through responsive communication.
  • Process policy invoicing and related documentation.
  • Maintain accurate records and client information within agency systems.
  • Ensure quality, accuracy, and compliance in all client service transactions.
  • Support administrative and operational functions as needed.
  • Prioritize multiple tasks and meet deadlines in a fast-paced environment.
  • Contribute to a positive, service-focused team culture.
  • Support ongoing process improvement and operational efficiency initiatives.
  • Demonstrate a proactive approach to learning and professional development.
  • Collaborate with colleagues to ensure seamless client service delivery.

Desired Qualifications

  • A college degree.
  • Property & Casualty insurance experience.
  • Experience supporting policy administration, renewals, or client service operations.

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$4.3B
Headquarters
Deerfield, IL
Founded
2017

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