Commercial Lines Account Manager Assistant at Alera Group | Syracuse | Rezi

Commercial Lines Account Manager Assistant at Alera Group

Commercial Lines Account Manager Assistant

Alera Group · Syracuse

Today

Commercial Lines Account Manager Assistant

Alera Group · Syracuse

5 hours ago
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About the Role

Support risk strategy, client service excellence, and operational accuracy for Alera Group's Property & Casualty team, helping businesses protect their assets, manage risk, and plan confidently.

Responsibilities

  • Support client service activities to meet client needs with exceptional 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.
  • Ensure client requests, service needs, and follow-up items are handled accurately and timely.
  • Support strong client and carrier relationships through responsive communication and reliable service.
  • Maintain current knowledge and efficient use of client management systems for 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.
  • Seize training opportunities for personal and professional development.
  • Support team success by building strong relationships and sharing knowledge, resources, and techniques.
  • Contribute to a collaborative team environment through communication, teamwork, and accountability.
  • Identify opportunities to improve service processes, client responsiveness, and operational consistency.

Requirements

  • 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.
  • Active State Property & Casualty License.
  • Ability to obtain required licensure within 6 months of hire.
  • Ongoing continuing education to maintain active status.

Skills

  • Client service
  • Risk strategy
  • Operational accuracy
  • New business support
  • Renewal process support
  • Liaison
  • Communication
  • Client relationship management
  • Carrier relationship management
  • Client management systems
  • Document management systems
  • Microsoft Office
  • Time management
  • Prioritization
  • Attention to detail
  • Accuracy
  • Organization
  • Follow-through
  • Collaboration
  • Presentation skills

Location

  • Syracuse, New York

Work Type

  • Hybrid
  • 3 or more days in office

Experience Level

  • 1-2 years

Education Level

  • Bachelor's degree (Preferred)

Salary/Compensations

  • $25.00 – $32.45 per hour
  • Eligible for performance-based bonus: Yes

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Life coverage
  • Disability coverage
  • 401(k)
  • Generous PTO
  • Role-specific learning paths
  • Leadership development programs
  • Technical and compliance training
  • Industry certifications and continuing education support
  • Peer learning and knowledge-sharing communities

About the Company

  • Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business.
  • Passionate about clients’ success in Employee Benefits, Property and Casualty Insurance, and Financial Services.
  • Commitment to collaboration allows for national resources combined with local service.

Equal Opportunity

  • 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.