Account Manager, Select Commercial Accounts

Overview
Small Business Account Manager – Property & Casualty

Remote Opportunity

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.

Responsibilities
What You’ll Own

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

Qualifications
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

Additional Information
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

Location Type
Remote

Were 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.

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