Account Manager

Account Manager – Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking an Account Manager who will support risk strategy, client service excellence, and operational accuracy.

We're seeking a proactive, detail-oriented Commercial Account Manager to ensure customer satisfaction and client retention by delivering timely, consistent, high-quality service.

This role supports a commercial book of business (minimum $550K revenue) and partners closely with Producers, carrier partners, and internal service teams across the full renewal and service cycle.

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.

In this position, you'll manage renewals, endorsements, certificates, policy delivery, and other complex service requests while maintaining strong follow-up and documentation standards.

You'll also help mentor Account Assistants and contribute to a collaborative team environment.

Why Alera Group

• Make an Impact: Your work supports businesses and individuals in protecting what matters most.
• Grow With Us: We invest in development, mentorship, and long-term career growth.
• The Collaborative Way: We believe in accountability, teamwork, and shared success across all offices and lines of business.
• National Strength. Local Heart: Scale, resources, and expertise — with relationships that feel personal.

What You'll Do / Your Impact

Renewals & Carrier Marketing

• Lead the renewal process by meeting with Producers, establishing renewal expectations with clients, and gathering underwriting information
• Complete renewal applications and prepare thorough submissions to carriers
• Review, analyze, and compare carrier quotations; negotiate coverage terms and pricing when appropriate
• Prepare professional proposals and summaries for client presentation, including premium/rate/exposure comparisons and allocations

Policy Service, Endorsements & Client Support

• Review endorsements for accuracy; order endorsements as needed to secure additional coverage and/or ensure compliance
• Prepare certificates of insurance (including templates) and help resolve complex certificate compliance issues
• Perform contract reviews related to insurance requirements and advise on compliance needs
• Process complex premium audits and assist clients in the event of disputes
• Prepare and deliver timely binders and invoices upon binding; secure premium financing when needed
• Review newly issued policies for accuracy prior to delivery

Team Collaboration & Operational Excellence

• Follow up in a timely, professional manner with clients, carriers, Producers, and internal partners
• Use company systems and procedures to document work, prioritize workload, and maintain service standards
• Participate in monthly renewal meetings with Producers and Account Managers to align on strategy and timelines
• Maintain required training goals and support mentoring/training of Account Assistants as needed
• Perform other duties as assigned

What You Bring

Required

• 3+ years of insurance experience
• 1+ year at the Account Manager level (preferred)
• Applicable state Property & Casualty (P&C) Agent License
• Strong oral and written communication skills; solutions-oriented service mindset
• Demonstrated proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong technical coverage knowledge of commercial lines and ability to negotiate coverage terms and pricing
• Strong work ethic with timely follow-up, attention to detail, dependability, and ability to work both independently and within a team

Preferred

• Agency Management System experience (AMS Sagitta, ImageRight, and Indio preferred)
• Industry-related certifications (expected)
• College degree preferred, or equivalent experience

Core Competencies

• Client service and retention focus
• Attention to detail and quality control
• Ownership, follow-through, and timely responsiveness
• Collaborative, team-oriented approach
• Sound judgment and problem-solving

Compensation: Salary range: $36.00 - $45.00 per hour

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.

This position may require:

• Active State Property & Casualty (P&C) Producer/Agent License
• Commitment to ongoing continuing education to maintain active licensure
• Industry-related certifications encouraged/expected based on role requirements

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.

Location Type: Hybrid - 2 or less days in office