Account Manager

Alera Group•Portland, OR

7h•$36 - $45•Hybrid

About The Position

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.

Requirements

3+ years of insurance experience
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

Nice To Haves

1+ year at the Account Manager level (preferred)
Agency Management System experience (AMS Sagitta, ImageRight, and Indio preferred)
Industry-related certifications (expected)
College degree preferred, or equivalent experience
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

Responsibilities

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
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
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