Senior Account Manager

Senior Account Manager

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Senior Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

• Serve as the primary client service contact for a large and complex commercial lines book of business, ensuring exceptional service and long-term client retention
• Lead renewal strategy discussions, coordinate submissions, and collaborate with producers and carrier partners to secure competitive coverage solutions
• Review and analyze carrier quotations, prepare proposals, and develop coverage recommendations aligned with client needs and objectives
• Manage policy servicing activities including endorsements, certificates, binders, premium audits, contract reviews, premium financing, and policy issuance reviews
• Conduct loss analysis, loss ratio reviews, and trend evaluations to support informed client discussions and risk management strategies
• Build and maintain strong relationships with clients, carriers, producers, and internal stakeholders while serving as a trusted insurance resource
• Mentor and coach team members, support training and development initiatives, and contribute to a collaborative, high-performing team environment
• Identify opportunities for account rounding, cross-selling, process improvement, and operational excellence while maintaining compliance with agency procedures and carrier requirements

Required Qualifications

• Active Property & Casualty Insurance License
• Minimum of 5 years of insurance industry experience, including at least 3 years in an Account Manager role
• Strong technical knowledge of commercial lines coverages, underwriting requirements, and carrier markets
• Excellent verbal and written communication skills
• Strong organizational, analytical, and problem-solving abilities
• Ability to manage multiple priorities while maintaining exceptional attention to detail and service standards
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook
• Ability to work independently and effectively manage competing deadlines and priorities

Preferred Qualifications

• College degree or equivalent combination of education and experience
• Professional insurance designations such as CIC, CPCU, CRM, or similar credentials
• Experience with AMS Sagitta, ImageRight, or comparable agency management systems
• Experience managing large or complex commercial accounts
• Demonstrated success mentoring and developing team members
• Experience analyzing loss data and developing strategic client recommendations

Compensation

• Hourly Range: $43.00$52.00hourly

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Work Arrangement

This position is Hybrid

• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type: Hybrid - 3 or more days in office - Office UKG Work location