LEG - Property and Casualty Account Manager

Overview

Account Manager – Property and Casualty

Hybrid | Walnut Creek, California

Alera Group is looking for an Account Manager to join their team in Walnut Creek, California. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Our highly skilled Account Managers build strong professional relationships with Legacy Risk clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.

About Alera GroupFounded 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.

Why Alera Group

• Meaningful Impact: Empower P&C clients to navigate complex insurance and benefits packages, driving higher retention and employee 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

• Serve as the primary day-to-day contact for a portfolio of commercial insurance clients.
• Build and maintain strong client relationships that drive retention, satisfaction, and long-term growth.
• Partner with Producers to support new business opportunities and renewal strategies.
• Analyze client exposures and recommend coverage solutions aligned with business objectives.
• Provide technical insurance guidance and assist clients with complex coverage questions.
• Review policies, endorsements, and coverage documents to ensure accuracy and completeness.
• Coordinate with carriers and underwriters to secure competitive coverage and pricing solutions.
• Manage the renewal process, policy servicing activities, and client requests in a timely manner.
• Support claims coordination and advocate for clients throughout the claims process.
• Maintain accurate client records and documentation within agency management systems.
• Collaborate with internal teams to deliver a seamless client experience.
• Consistently meet deadlines while managing multiple priorities in a fast-paced environment.

Qualifications

What You'll Bring: 

• 3 to 5 years of commercial insurance account management experience.
• Strong knowledge of commercial property and casualty insurance coverages and principles.
• Experience supporting mid-sized to large commercial clients.
• Ability to interpret policies, endorsements, forms, and coverage language.
• Experience working directly with carriers, underwriters, producers, and clients.
• Exceptional customer service and relationship management skills.
• Strong verbal and written communication skills.
• Proven analytical, problem-solving, and organizational abilities.
• Ability to manage competing priorities and work effectively under deadlines.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Experience with Applied Epic or similar agency management systems preferred.
• Active Property & Casualty insurance license required.
• Bachelor's degree or equivalent combination of education and experience preferred.
• Professional designations such as CIC, CISR, CPCU, ARM, or CRM are a plus.

Core Competencies

• Strategic thinker with a proactive, client-focused mindset
• Strong communication and presentation skills
• Ability to simplify complex insurance concepts for diverse audiences
• High attention to detail with strong execution skills
• Ability to work independently while collaborating across teams
• Driven, adaptable, and solutions-oriented