Commercial Account Manager

Alera Group • Raleigh, NC

3d • Onsite

About The Position

Alera Group’s Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions. The Commercial Account Manager builds trusted client relationships, delivers client service, and provides proactive guidance to help clients navigate risk. This in-office role is based in Raleigh, North Carolina, and involves managing commercial lines accounts while coordinating renewals and supporting clients, producers, carriers, and internal teams.

Requirements

• At least 2 years of Property & Casualty insurance experience.
• Active Property & Casualty license.
• Strong knowledge of commercial lines insurance coverages and servicing processes.
• Experience with agency management systems; Applied Epic is preferred.
• Proficiency with Microsoft Office applications.
• Excellent communication, organization, and customer service skills.
• Ability to prioritize multiple responsibilities and work independently.

Nice To Haves

• Independent agency or brokerage experience.
• Experience with Indio and carrier portal systems.
• Knowledge of policy marketing, renewals, audits, certificates, and contract review.
• Insurance designations such as CISR, CIC, CRM, CPCU, ARM, or similar.
• College degree or equivalent professional experience.

Responsibilities

• Manage commercial lines accounts and serve as a resource for clients, producers, carriers, and internal teams.
• Coordinate renewals from start to finish, including applications, marketing submissions, quote analysis, proposals, binding, and policy issuance.
• Review and process endorsements, certificates of insurance, audits, policy changes, and coverage requests.
• Prepare client proposals, premium comparisons, allocations, and renewal presentations.
• Support contract reviews, insurance requirement reviews, and complex certificate compliance requests.
• Resolve billing and invoicing issues, including installment plans, premium financing, audits, and collections support.
• Maintain accurate client records and documentation in Applied Epic and other agency systems.
• Develop carrier relationships and stay informed about market conditions, underwriting appetite, and industry trends.

Benefits

• Medical, dental, and vision insurance.
• Life and disability coverage.
• 401(k).
• Generous paid time off.
• Professional development and career growth opportunities.
• Bonus eligible.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed