What are the responsibilities and job description for the Account Manager position at Alera Group, Inc.?
Overview
Commercial Lines Account Manager – Property & Casualty
Location - Hybrid
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 Lines Account Manager who will support risk strategy, client service excellence, and operational accuracy.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
This role will focus on risk management, client servicing, claims support, sales growth, underwriting, analytics, and collaborate with producers, account managers, carriers, clients, internal operations teams.
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
Responsibilities
What You’ll Do / Your Impact
Client Partnership & Risk Strategy
- Support Producers by coordinating renewals and new business for commercial accounts
- Gather underwriting information and engage clients to prepare renewal and marketing submissions
- Serve as a day‑to‑day point of contact for clients and carriers, responding to questions and service needs
- Strengthen client relationships through clear communication and reliable follow‑through
Operational Excellence
- Request, review, and analyze carrier quotes for accuracy, coverage, and pricing
- Assist with marketing and placement of business, including preparation of presentations and premium analysis
- Ensure accuracy and timeliness of policies, endorsements, invoicing, audits, and billing
- Review month‑end statements and assist with finance arrangements as needed
- Issue proofs of insurance and manage service follow‑ups
- Maintain organized electronic files, suspense systems, and follow‑up tracking
- Ensure compliance with agency E&O guidelines and internal procedures
Strategic Contribution
- Provide thoughtful recommendations on coverage options, quotes, and open issues
- Support special projects and process improvements as assigned
- Contribute to efficient workflows and consistent, high‑quality service delivery
Qualifications
What You Bring
Required
- Minimum of 5 years of experience in a commercial insurance account management role
- Active Property & Casualty insurance license
- Strong understanding of commercial lines underwriting and coverages
- Proficiency in Microsoft Office and Adobe applications
- Strong organizational skills with attention to detail
- Excellent verbal and written communication skills
Preferred
- Experience working in Applied Epic or similar agency management systems
- Experience supporting middle‑market or complex commercial accounts
Core Competencies
- Detail orientation and accuracy
- Accountability and follow‑through
- Collaborative mindset
- Client‑first thinking
- Strong time management and prioritization
- Proactive problem‑solving
Additional Information
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 Hybrid
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 (If Applicable)
This position may require -
- Active Property & Casualty License
- Ability to obtain required licensure within 12 months of hire
- Ongoing continuing education to maintain active status
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.