Account Manager

Account Manager Commercial Lines (Property & Casualty)

At Alera Group, we help businesses navigate risk with confidence. Our Property & Casualty teams deliver strategic, consultative solutions that protect organizations and support long-term growth. We're hiring an experienced Account Manager to manage complex client relationships, support renewal and placement strategy, and play a key role within a high-performing service team.

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 deliver national strength with local service.

About the Role

The Account Manager is responsible for managing a defined book of business (typically $750k$1M in revenue) and supporting all aspects of client service, renewals, and account maintenance. This role serves as a primary day-to-day client contact, working closely with Producers and internal teams to ensure high-quality service delivery and retention.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

The Account Manager's main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service.

• Process service requests, including preparing submissions, reviewing quotations, issuing proposals, summaries, certificates, binders, invoices, and premium audits for clients

• Review and verify policy endorsements, newly issued policies, and insurance contracts for accuracy and compliance

• Follow up promptly and professionally with clients, carriers, producers, and team members

• Manage and prioritize workload, coordinate with Account Assistants, and conduct monthly renewal meetings with producers and Account Managers

• Maintain certifications, complete training goals, and stay current on underwriting requirements and carrier authority

Team Leadership & Collaboration

• Foster a collaborative, high-performing team environment
• Support hiring, onboarding, and training of new team members
• Coordinate service timelines and ensure deliverables align with client expectations

Required Qualifications

• Minimum 2 years of experience in a commercial account management role
• Active Property & Casualty license
• Strong knowledge of commercial lines coverages, carriers, and market dynamics
• Experience managing large, complex accounts and renewal strategies
• Proven ability to lead client meetings and present to senior stakeholders
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with agency management systems

Preferred Qualifications

• Experience with AMS Sagitta or similar platforms
• Industry designations (e.g., CPCU, CIC, CRM, or similar)
• Bachelor's degree or equivalent professional experience
• Subject matter expertise in specific industries (e.g., construction, transportation, senior living)

Compensation: Salary range: $65,000 $85,000 per year

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Remote

Professional Development Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications

• Active Property & Casualty license required
• Ongoing continuing education required to maintain licensure
• Industry certifications (e.g., CPCU, CIC) are highly valued and encouraged

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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