Account Manager, Select Commercial Accounts

Small Business Account Manager Property & Casualty

Small businesses are the heartbeat of every community and in this role, you're the trusted partner helping them protect what they've built.

As a Small Business Account Manager, you'll own and nurture a dedicated book of commercial clients. You won't just "process renewals." You'll advise, anticipate, advocate, and build lasting relationships that drive retention and growth. Your impact is measurable: a 95% retention goal powered by proactive service, thoughtful coverage recommendations, and consistent follow-through.

If you thrive in a fast-paced environment, love building client trust, and enjoy finding smart solutions, this role was built for you.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to combine national resources with local service.

Why Join Alera Group

• Own your impact Manage a dedicated small business book where your renewal strategy, client advisory approach, and retention results directly drive success.

• Be a trusted advisor Guide business owners through coverage decisions, uncover growth opportunities, and strengthen long-term partnerships through consultative service.

• Grow with scale and support Leverage national resources, collaborative teams, and ongoing development opportunities to expand your expertise and career path.

What You'll Own

Client Service & Retention

• Manage a defined book of small commercial clients with full ownership and accountability

• Lead renewal strategy: evaluate exposures, identify gaps, and recommend tailored insurance solutions

• Maintain a 95% client retention goal through proactive engagement and exceptional service

• Identify cross-sell and referral opportunities (Personal Lines, Employee Benefits, and other solutions)

• Serve as the primary point of contact for client questions, service needs, and coverage education

• Prepare and present proposals, quotes, summaries, and insurance schedules

• Manage service requests such as certificates, endorsements, ID cards, billing inquiries, and renewals

• Advocate for clients during claims and coordinate directly with carriers

• Maintain accurate documentation within the agency management system

• Adhere to defined service workflows and internal controls to ensure compliance and data integrity

• Monitor your work for quality and minimize errors and omissions

• Manage competing priorities while maintaining attention to detail

Collaboration & Market Engagement

• Partner closely with carriers and service teams

• Understand carrier appetites and leverage quoting and servicing tools effectively

• Contribute to a collaborative, accountable team culture

• Raise operational or compliance concerns with proposed solutions

What You Bring

• High school diploma required; Bachelor's degree preferred

• Minimum 2 years of experience in Property & Casualty insurance

• Commercial insurance experience strongly preferred

• Active Property & Casualty broker's license required

• Strong technical knowledge of commercial P&C products

• Experience with Microsoft Office and agency management systems

Core Strengths That Set You Apart

• Client-first mindset with strong relationship-building skills

• Ability to simplify complex insurance topics for diverse audiences

• Consultative approach that uncovers growth opportunities

• Strong organization and time management skills

• High attention to detail and accountability

• Independent problem-solving skills with a collaborative spirit

Compensation: $65,000 $75,000 annually (based on experience and qualifications)

Benefits:
Alera Group offers a comprehensive benefits package designed to support you professionally and personally, including:

• Medical, dental, life, and disability insurance
• 401(k) with company contribution
• Generous paid time off
• Additional benefits designed to support work-life balance

Location: Fully Remote

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.

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