Account Manager

OVERVIEW Capstone, an Alera Group company, is looking for an Account Manager. 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. RESPONSIBILITIES * Support the marketing of renewals, drafting and preparing renewal client proposals,"¯as required * Processing of endorsements * Issuing certificates,"¯evidences"¯and ID cards * Maintain and keep current, all bookkeeping systems,"¯database"¯and records * Processing Non-Pay Cancellations and resolving billing issues * Providing superior customer support - manage customer needs to a successful and timely resolution * General miscellaneous tasks as required QUALIFICATIONS * Ability to work in a team environment * Strong attention to detail * Customer service oriented - ability to put yourself in the shoes of the customer * Proficient in Microsoft O365 (i.e."¯word, excel, etc.) * Familiar with Agency Management Systems and Carrier websites is a plus * Ability to multi-task, prioritize and manage time effectively * Flexibility to adapt to organizational needs as required * High School diploma or equivalent required * Preferred - 1+ years Commercial Lines experience * Preferred - NJ Property and Casualty (P&C) Insurance License or ability to obtain shortly after hiring BENEFITS 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 $60K to 100K 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. #LI-AM1 #LI-Onsite

Created: 2024-11-04