Overview
Alera Group is looking for a Commercial Lines Marketing Manager 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 (Business Insurance, July 2024). 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.
CRISP began operations in 2012 as a combination of two highly successful organizations – Frank J. Bongiorno in personal/commercial lines and The Stettler Group, Inc. in employee benefits – coupled with the client-centered operating platform of CRISP. The Frank J. Bongiorno agency has been operating for more than 20 years by providing superior service to both its commercial insurance and personal lines clients. The Stettler Group has been providing innovative employee benefits for more than 30 years. Together these companies have formed CRISP, bringing their individual value into a combined platform that provides tremendous benefit to its client base.
Responsibilities
We are looking for a highly motivated initiative-taker with a proven record of customer service and support. This person will ensure customer satisfaction and client retention by delivering timely, consistent, and quality service.
- Prepare quality submissions to carriers on behalf of clients or prospects.
- Review, analyze and negotiate quotations received from carriers.
- Liaison with carriers on market updates, appetite, and rating data.
- Utilize online rating systems.
- Prepare professional and accurate proposals for presentation to prospects.
- Prepare professional and accurate summaries for existing clients.
- Review new and endorsement policies for accuracy.
- Process Workers Comp premium audits and assist clients in disputes.
- Perform contract reviews concerning insurance requirements.
- Prepare and deliver timely binders and invoices upon binding coverage.
- Secure premium financing when needed.
- Follow up in a timely and professional manner with all clients, carriers, producers, and peers.
- Maintain and prioritize workload.
- Conduct monthly renewal meetings with the producer and others on the team.
- Maintain certifications, license requirements and assigned trainings.
- Perform other duties as assigned by the Team Manager.
- All facets of account service from policy changes, certificates to renewals
Qualifications
- Minimum of 3 years of Commercial insurance experience.
- Strong work ethic, collaborative, proactive, detail-oriented, dependable, with ability to work independently.
- Resident State Agents License.
- Agency Management System Experience - Epic preferred.
- Flexibility to adapt to organizational needs as required.
Benefits
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, paid time off and much more.
Salary range is $75,000 - 95,000 per year, based on experience.
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.
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