Account Manager, Select Commercial Accounts

Alera Group

14d•$65,000 - $75,000•Remote

About The Position

Small Business Account Manager – Property & Casualty Remote Opportunity Small businesses are the heartbeat of every community — and in this role, you’re the trusted partner helping them protect what they’ve built. As a Small Business Account Manager, you’ll own and nurture a dedicated book of commercial clients. You won’t just “process renewals.” You’ll advise, anticipate, advocate, and build lasting relationships that drive retention and growth. Your impact is measurable: a 95% retention goal powered by proactive service, thoughtful coverage recommendations, and consistent follow-through. If you thrive in a fast-paced environment, love building client trust, and enjoy finding smart solutions, this role was built for you. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to combine national resources with local service. Why Join Alera Group Own your impact – Manage a dedicated small business book where your renewal strategy, client advisory approach, and retention results directly drive success. Be a trusted advisor – Guide business owners through coverage decisions, uncover growth opportunities, and strengthen long-term partnerships through consultative service. Grow with scale and support – Leverage national resources, collaborative teams, and ongoing development opportunities to expand your expertise and career path.

Requirements

High school diploma required; Bachelor’s degree preferred
Minimum 2 years of experience in Property & Casualty insurance
Commercial insurance experience strongly preferred
Active Property & Casualty broker’s license required
Strong technical knowledge of commercial P&C products
Experience with Microsoft Office and agency management systems
Client-first mindset with strong relationship-building skills
Ability to simplify complex insurance topics for diverse audiences
Consultative approach that uncovers growth opportunities
Strong organization and time management skills
High attention to detail and accountability
Independent problem-solving skills with a collaborative spirit

Responsibilities

Manage a defined book of small commercial clients with full ownership and accountability
Lead renewal strategy: evaluate exposures, identify gaps, and recommend tailored insurance solutions
Maintain a 95% client retention goal through proactive engagement and exceptional service
Identify cross-sell and referral opportunities (Personal Lines, Employee Benefits, and other solutions)
Serve as the primary point of contact for client questions, service needs, and coverage education
Prepare and present proposals, quotes, summaries, and insurance schedules
Manage service requests such as certificates, endorsements, ID cards, billing inquiries, and renewals
Advocate for clients during claims and coordinate directly with carriers
Maintain accurate documentation within the agency management system
Adhere to defined service workflows and internal controls to ensure compliance and data integrity
Monitor your work for quality and minimize errors and omissions
Manage competing priorities while maintaining attention to detail
Partner closely with carriers and service teams
Understand carrier appetites and leverage quoting and servicing tools effectively
Contribute to a collaborative, accountable team culture
Raise operational or compliance concerns with proposed solutions