Account Manager - Select Commercial Accounts
About The Position
Alera Group is looking for a Select Account Manager to join their growing team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Requirements
- High school diploma required. Bachelor’s degree preferred.
- Minimum of 2 years of related experience in P&C administration with a carrier, broker, or wholesaler with a strong history of client service.
- Commercial insurance experience is strongly preferred.
- Property & Casualty broker’s license required.
- Thorough technical knowledge of commercial property and casualty products.
- Proficient in Microsoft Office Suite and agency management systems.
Nice To Haves
- Professional designations or certifications are preferred.
Responsibilities
- Take ownership of a defined book of small commercial clients with afocus on retention, account performance, and achieving service and growth metrics set by the Client Services Manager.
- Lead the renewal process as a trusted advisor by evaluating exposures, identifying coverage gaps, and recommending tailored insurance solutions.
- Identify growth opportunities through consultative conversations and refer clients to additional Alera Group resources when appropriate (e.g., personal lines, employee benefits).
- Ensure a positive client experience by providing timely, accurate, and professional responses to all client inquiries and service needs.
- Act as the main point of contact for clients: educate customers on coverage, resolve issues, and proactively anticipate service needs.
- Prepare, present, and review proposals, insurance summaries, quotes, and schedules.
- Oversee the timely completion of service requests—such as certificates of insurance, auto ID cards, endorsements, billing issues, and renewals—by handling directly or coordinating with the appropriate team member.
- Serve as a client advocate throughout the claims process, coordinating with carriers to ensure resolution.
- Maintain data integrity by accurately documenting client and policy information in the agency management system.
- Support ethical standards and internal controls by enforcing operational procedures and proper documentation practices.
- Maintain a secure, compliant environment and ensure client confidentiality.
- Report operational challenges or compliance risks to leadership with recommended solutions.
- Adhere to defined service workflows and utilize internal systems to support accuracy, efficiency, and overall productivity.
- Effectively manage competing priorities while maintaining attention to detail in a fast-paced environment.
- Monitor personal work for quality to avoid errors and omissions.
- Follow through on client commitments despite obstacles or time pressures.
- Promote a collaborative, accountable team environment that values open communication, mutual respect, and continuous improvement.
- Collaborate with carriers and service partners.
- Maintain an understanding of carrier appetites and use carrier tools and websites effectively for quoting and servicing.
Benefits
- Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
251-500 employees
