What are the responsibilities and job description for the Account Manager position at Alera Group?
Account Manager
Location: Hybrid
About Alera GroupFounded 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.
Why Join Alera Group?- Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
- Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.
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 an 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.
RESPONSIBILITIES
- Serve as the primary contact for an assigned portfolio of personal insurance clients
- Manage inbound calls, emails, policy changes, billing inquiries, coverage questions, and service requests
- Conduct account reviews and provide coverage recommendations based on client needs and risk management objectives
- Prepare new business proposals, insurance comparisons, and coverage solutions
- Assist clients with claims-related concerns and coordinate issue resolution with carrier partners
- Identify account rounding, cross-selling, and new business opportunities within existing client relationships
- Maintain accurate documentation and update agency management systems to ensure data integrity
- Lead or participate in client meetings while delivering exceptional service and consultative guidance
QUALIFICATIONS
- High school diploma or equivalent
- Currently licensed or ability to obtain required insurance licensure
- Strong customer service experience in a client-facing environment
- Excellent verbal and written communication skills
- Ability to build and maintain strong client and business relationships
- Proficiency with Microsoft Office and agency management systems
- Strong organizational, problem-solving, and time management skills
- Ability to work effectively in a fast-paced environment while managing multiple priorities
- College degree in Business, Insurance, Risk Management, or a related field
- Previous Personal Lines insurance experience
- Experience managing a book of business and conducting client reviews
- Professional insurance designation such as AAI, ARM, CIC, or similar credential
- Experience identifying cross-selling and account growth opportunities
- Leadership experience mentoring or supporting colleagues
- Experience working directly with carrier representatives and underwriters
- Ability to travel in support of office operations and client service initiatives
Compensation
- Salary Range: $50,000–$60,000 annually
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
ADDITIONAL INFORMATION
Work Arrangement
This position is Hybrid .
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.
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Location Type
Hybrid - 3 or more days in office - Office UKG Work locationQualifications:
- High school diploma or equivalent
- Currently licensed or ability to obtain required insurance licensure
- Strong customer service experience in a client-facing environment
- Excellent verbal and written communication skills
- Ability to build and maintain strong client and business relationships
- Proficiency with Microsoft Office and agency management systems
- Strong organizational, problem-solving, and time management skills
- Ability to work effectively in a fast-paced environment while managing multiple priorities
- College degree in Business, Insurance, Risk Management, or a related field
- Previous Personal Lines insurance experience
- Experience managing a book of business and conducting client reviews
- Professional insurance designation such as AAI, ARM, CIC, or similar credential
- Experience identifying cross-selling and account growth opportunities
- Leadership experience mentoring or supporting colleagues
- Experience working directly with carrier representatives and underwriters
- Ability to travel in support of office operations and client service initiatives
Compensation
- Salary Range: $50,000–$60,000 annually
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
Salary : $50,000 - $60,000