What are the responsibilities and job description for the Commercial Lines Account Manager position at Alera Group?
Overview:
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.
Additional Information:
Benefits:
Work Model:
This is a hybrid position based out of our Pittsfield, MA office. Candidates should be able to work in-office at least one day per week, with additional in-office time expected during onboarding and training.
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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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 to join our growing team and support an established book of approximately 70 commercial accounts across a diverse portfolio including contractors, transportation, manufacturing, healthcare, landscaping, and other small to middle-market businesses.
In this role, you'll be responsible for delivering exceptional client service, managing renewals, coordinating with carriers and producers, and ensuring accurate and timely account management activities. Success in this position requires strong communication, organization, and the ability to prioritize competing deadlines while building lasting client relationships that drive retention and service excellence.
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.
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
Client Partnership and Account Management
- Support clients with coverage placement, renewals, claims coordination, policy analysis, and related service needs
- Serve as a trusted day-to-day resource for clients, responding promptly to service requests and coverage questions
- Collaborate with carriers, underwriters, and producer partners to deliver effective coverage solutions
- Build and maintain strong client relationships that support long-term retention and service excellence
- Contribute to client retention initiatives and identify opportunities for account growth
Operational Excellence
- Manage a book of approximately 70 commercial accounts while effectively prioritizing competing deadlines, service requests, and renewal activity
- Coordinate renewals and policy servicing activities to ensure a seamless client experience
- Maintain accurate and timely documentation within agency management systems such as AMS360 or EPIC
- Ensure policy accuracy, regulatory compliance, and adherence to internal procedures
- Support audits, reporting, and carrier or client requests as needed
Strategic Contribution
- Assist in identifying coverage gaps, risk exposures, and improvement opportunities
- Partner with producers and internal teams to support new business opportunities and client retention efforts
- Support department goals related to growth, efficiency, and client satisfaction
What You Bring
Required
- 3 years of Commercial Lines Account Management experience within an insurance agency, brokerage, or carrier environment
- Strong customer service, communication, and organizational skills
- Ability to manage multiple priorities in a fast-paced team environment
- Experience using AMS360, EPIC, or similar agency management systems
- Proficiency in Microsoft Word, Excel, Outlook, and agency management systems
- Strong attention to detail, follow-through, and accountability
Preferred
- Active Property & Casualty License strongly preferred
- Experience working directly with producers, underwriters, and carrier partners
- Knowledge of commercial insurance coverages, policy forms, and renewal processes
- Experience supporting small to middle-market commercial accounts
Core Competencies
- Client-focused mindset
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Excellent verbal and written communication skills
- Time management and reliability
- Problem-solving and critical thinking
- Collaboration and teamwork
Compensation:
- Salary range: $65,000 – $85,000 annually, based on experience.
- Eligible for annual performance-based incentive opportunities
Benefits:
Alera Group offers a comprehensive benefits package including medical, dental, vision, life and disability insurance, a 401(k) plan with company match, generous paid time off, professional development opportunities, and more.
Work Model:
This is a hybrid position based out of our Pittsfield, MA office. Candidates should be able to work in-office at least one day per week, with additional in-office time expected during onboarding and training.
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)
- Active Property & Casualty License preferred; ability to obtain required if not currently licensed.
- Ability to obtain required licensure within 3 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.
#LI-DP1
#LI-Hybrid
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $65,000 - $85,000