Commercial Lines Technical Assistant - Alera Group

Alera Group is looking for a Commercial Lines Assistant Account Manager who brings experience and enthusiasm to our Property & Casualty team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15^th 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.

Austin & Co. Inc. is operated with integrity, efficiency and commitment to providing the highest level of professional insurance services and risk management advice to our clients.  The focus in the Northeast and our relationships with premier carriers and other partners allow us to bring first-class, innovative, and comprehensive solutions.  

As a Commercial Lines Assistant, you’ll play a vital role in supporting client acquisition, maintenance, and retention.

• Assist Commercial Lines Customer Service Repesentatives and Senior Technical Assistants with servicing assigned clients, managing transactions efficiently.
• Handle workflow, billing, rating, policy follow-ups, endorsements, certificates of insurance, and renewal orders.
• Follow established procedures and guidelines within the Commercial Lines Department and adapt to future changes.
• Research and resolve discrepancies in accounting, ensuring smooth operations.
• Meet individual performance goals set by the Commercial Lines Department Manager.
• Collaborate with Customer Service Repesentatives, Producers, and the Commercial Lines Manager to address client issues and clarifications.
• Provide backup for Senior Technical Assistants and other roles as needed.
• Maintain a solid understanding of commercial lines workflows and procedures.

• High School Diploma or equivalent education, with one (1) year of insurance agency or company experience.
• State Property & Casualty License required or obtained within 6 months of employment.
• Proficient in MS Office Suite; experience with TAM "The Agency Manager" a definite plus.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, paid time off and much more.

Hourly range is $20.52 to $28.20 per hour, 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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