Account Manager

Alera Group•Tacoma, WA

19d•Remote

About The Position

The Account Manager – Commercial Lines (Property & Casualty) at Alera Group is responsible for managing a defined book of business (typically $750k–$1M in revenue) and supporting all aspects of client service, renewals, and account maintenance. This role serves as a primary day-to-day client contact, working closely with Producers and internal teams to ensure high-quality service delivery and retention. Alera Group is a growing company focused on helping businesses navigate risk with confidence through strategic, consultative solutions. The company values client success, collaboration, and provides opportunities for growth and learning.

Requirements

Minimum 2 years of experience in a commercial account management role
Active Property & Casualty license
Strong knowledge of commercial lines coverages, carriers, and market dynamics
Experience managing large, complex accounts and renewal strategies
Proven ability to lead client meetings and present to senior stakeholders
Proficiency in Microsoft Office (Word, Excel, Outlook)
Experience with agency management systems
Ongoing continuing education required to maintain licensure

Nice To Haves

Experience with AMS Sagitta or similar platforms
Industry designations (e.g., CPCU, CIC, CRM, or similar)
Bachelor’s degree or equivalent professional experience
Subject matter expertise in specific industries (e.g., construction, transportation, senior living)
Industry certifications (e.g., CPCU, CIC) are highly valued and encouraged

Responsibilities

Process service requests, including preparing submissions, reviewing quotations, issuing proposals, summaries, certificates, binders, invoices, and premium audits for clients
Review and verify policy endorsements, newly issued policies, and insurance contracts for accuracy and compliance
Follow up promptly and professionally with clients, carriers, producers, and team members
Manage and prioritize workload, coordinate with Account Assistants, and conduct monthly renewal meetings with producers and Account Managers
Maintain certifications, complete training goals, and stay current on underwriting requirements and carrier authority
Foster a collaborative, high-performing team environment
Support hiring, onboarding, and training of new team members
Coordinate service timelines and ensure deliverables align with client expectations