Commercial Account Manager

Commercial Account Manager – Property & Casualty Location: Hybrid – 3 or more days in office (Office UKG Work location). At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Commercial Account Manager who will support risk strategy, client service excellence, and operational accuracy. Responsibilities Client & Relationship Partnership Support commercial Property & Casualty clients by delivering responsive, professional, and service-focused account management. Collaborate with the Commercial Sales team and internal partners to ensure seamless execution of client servicing activities. Build and maintain long-term client relationships through proactive communication and consistent follow-through. Contribute to client retention and satisfaction by addressing client needs and concerns promptly. Operational & Strategic Execution Manage key commercial lines processes including new business placement, renewals, endorsements, cancellations, audits, billing/financing, and payments. Coordinate issuance of certificates of insurance, evidence of property insurance, schedules of insurance, and auto ID cards. Ensure accuracy, compliance, and alignment with agency procedures, insurance laws, and best practices. Escalate complex client concerns or service issues to leadership as appropriate and document resolution actions. Leverage systems and tools such as Applied Epic and Microsoft Office to manage workflows, documentation, and reporting. Growth & Innovation Identify opportunities to improve service delivery, workflow efficiency, and client experience. Support renewal and account management initiatives that contribute to retention and revenue stability. Collaborate with internal teams to strengthen processes and enhance service outcomes. Qualifications Required High school diploma or GED. 5+ years of industry-related experience in commercial insurance. Active Property & Casualty insurance license. Experience in client service, insurance operations, or account management. Strong communication and relationship management skills. Ability to manage multiple priorities in a dynamic, client-focused environment. Preferred Commercial Lines account management experience. Experience with Applied Epic agency management system. Working knowledge of insurance laws and regulations. Strong analytical and problem-solving capability. Core Competencies Detail orientation. Accountability and follow-through. Collaborative mindset. Client-first thinking. Compensation Salary range - $85,000-100,000. Benefits Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model Hybrid. Licensure & Certifications Active Property & Casualty License. Ability to obtain required licensure within the agreed upon timeline after hire. Ongoing continuing education to maintain active status. Equal Opportunity Employer 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. Location Type Hybrid – 3 or more days in office – Office UKG Work location. #J-18808-Ljbffr