What are the responsibilities and job description for the LEG - Personal Lines Assistant position at Alera Group, Inc.?
Overview
Alera Group is looking for a Personal Lines Assistant. 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
The primary role of this position is to provide exceptional service to a designated group of clients in tandem with our Personal Lines Private Client Advisor.
Ensure timely responses to customer requests for information and documents
Provide support with the preparation of proposals and summaries
Input client information (including cancellations, reinstatements, and activities) into the agency management system
Complete, scan, and attach supporting documents or other files
Utilize an online rating system
Prepare applications for new and renewal business
Respond to billing inquiries
Complete daily downloads
Run flood zone determinations
Request MVRs (Motor Vehicle Reports)
Assist with other tasks as assigned
Qualifications
Bachelor’s degree or equivalent education and experience
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Word, Excel, Outlook)
California P&C insurance license preferred
If not currently licensed, must obtain a P&C license within 90 days of employment
Legacy will cover the cost of required licensing courses and fees