What are the responsibilities and job description for the Commercial Lines Account Manager position at Alera Group?
Overview:
Our collaborative culture ensures clients receive proactive advice—and our team members have the support and tools to do their best work.
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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Commercial Lines Account Manager
Overview
At Alera Group, our Property & Casualty teams partner with businesses to protect what they’ve built and plan confidently for what’s next. We’re looking for a Commercial Lines Account Manager who thrives at the intersection of client advocacy, market strategy, and operational excellence.This role plays a key part in supporting Producers and clients—leading renewals, marketing accounts, managing service workflows, and helping drive retention and growth across a commercial book of business.
About Alera Group
Founded in 2017, Alera Group has grown to become one of the largest independent insurance and wealth services firms in the United States. With offices nationwide, we deliver national strength with local expertise across Property & Casualty, Employee Benefits, Retirement Plan Services, and Wealth Services.
Our collaborative culture ensures clients receive proactive advice—and our team members have the support and tools to do their best work.
Why Join Alera Group
- Lead with impact – Play a visible role in retention, client growth, and risk strategy for commercial clients.
- Expand your market expertise – Strengthen your marketing, negotiation, and coverage strategy skills within a national brokerage platform.
- Collaborate and grow – Work alongside experienced Producers and service teams in a culture that values accountability, precision, and partnership.
What You’ll Do
Client Service & Relationship Management
- Provide day-to-day service to commercial clients, anticipating needs and responding promptly to inquiries from clients and Producers
- Lead renewal strategy discussions and ensure seamless execution of service deliverables
- Assist clients with claim reporting and ongoing coverage questions
Marketing, Quoting & Risk Strategy
- Market, quote, and prepare proposals for new business and renewal opportunities
- Analyze risk exposures and structure coverage solutions aligned with business insurance best practices
- Negotiate with carrier partners to secure competitive terms and appropriate coverage
Policy Administration & Operational Excellence
- Process renewals, endorsements, bind coverage, invoice, collect premiums, and maintain complete and accurate account documentation
- Maintain policy data within Applied EPIC, Indio, and other agency management systems
- Ensure compliance with internal workflows, service standards, and regulatory requirements
Retention & Growth
- Actively support account retention strategies across your assigned book
- Identify and place additional lines of coverage through consultative client conversations
- Contribute to sales and growth initiatives alongside Producers
Team Leadership & Collaboration
- Direct and support assigned Assistant Account Managers, coordinating workflow and delegating tasks
- Stay informed on industry trends, legislation, coverage developments, and emerging technology
What You Bring
- Minimum 5 years of commercial lines insurance experience
- Active California Property & Casualty Insurance License
- Strong knowledge of state and federal regulations impacting commercial insurance
- Proven experience marketing accounts and negotiating with carriers
- Proficiency in Microsoft Office and agency management systems (Applied EPIC, Indio; Salesforce, Zoho, PATA, Resource Pro a plus)
- Strong analytical, numeric, and strategic planning skills
- Ability to explain complex insurance transactions in clear, client-friendly language
- Experience managing deadlines and priorities in a fast-paced environment
Preferred
- Professional designations (e.g., CPCU, CIC, or similar)
- Experience supporting Producers in new business strategy and account development
Base salary range is $100,000 to $117,500 per year.
This position is eligible for an annual performance-based bonus.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
This is a Hybrid position based in Oxnard, CA.
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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Salary : $100,000 - $117,500