Select Account Manager

Alera GroupUNAVAILABLE, UNAVAILABLE
Remote

About The Position

Select Account Manager – Property & Casualty Location: Remote 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 who will support risk strategy, client service excellence, and operational accuracy. 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

Requirements

  • Minimum of 2+ years of experience in Property & Casualty insurance or related client service role
  • Experience managing client relationships and servicing commercial accounts
  • Strong communication and relationship management skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Active Property and Casualty license
  • Ability to obtain required licensure within the agreed upon timeline.
  • Ongoing continuing education to maintain active status

Nice To Haves

  • Bachelor’s degree preferred
  • Experience with agency management systems and Microsoft Office Suite
  • Strong analytical and problem-solving skills
  • Professional designations or certifications preferred

Responsibilities

  • Manage a dedicated book of small commercial clients with a focus on retention and account performance
  • Lead the renewal process by evaluating exposures, identifying coverage gaps, and recommending tailored solutions
  • Advise clients on coverage options and identify up-sell and cross-sell opportunities
  • Act as the primary point of contact, ensuring a high-quality client experience and proactively addressing service needs
  • Prepare and present proposals, insurance summaries, and quotes
  • Ensure timely handling of service requests including certificates, endorsements, billing issues, and renewals
  • Maintain accurate documentation in agency management systems
  • Ensure compliance, data integrity, and adherence to internal procedures
  • Support audits, reporting, and operational best practices
  • Identify growth opportunities and support new business initiatives
  • Serve as a client advocate during the claims process, coordinating with carriers for resolution
  • Collaborate with carriers and internal teams to deliver comprehensive solutions
  • Contribute to retention goals and client satisfaction through consistent, high-quality service

Benefits

  • medical, dental, vision, life and disability coverage
  • 401(k)
  • generous PTO
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