Commercial Account Manager

Alera Group•UNAVAILABLE, UNAVAILABLE

4h•Remote

About The Position

Commercial Account Manager – Property & Casualty Location: Remote, EST, Mid-Atlantic Preference 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 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

High school diploma or GED
5+ years of industry‑related experience in commercial insurance
Active Property & Casualty insurance license
Experience in client service, insurance operations, or account management
Strong communication and relationship management skills
Ability to manage multiple priorities in a dynamic, client‑focused environment
Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking

Nice To Haves

Commercial Lines account management experience
Experience with Applied Epic agency management system
Working knowledge of insurance laws and regulations
Strong analytical and problem‑solving capability

Responsibilities

Support commercial Property & Casualty clients by delivering responsive, professional, and service‑focused account management
Collaborate with the Commercial Sales team and internal partners to ensure seamless execution of client servicing activities
Build and maintain long‑term client relationships through proactive communication and consistent follow‑through
Contribute to client retention and satisfaction by addressing client needs and concerns promptly
Manage key commercial lines processes including new business placement, renewals, endorsements, cancellations, audits, billing/financing, and payments
Coordinate issuance of certificates of insurance, evidence of property insurance, schedules of insurance, and auto ID cards
Ensure accuracy, compliance, and alignment with agency procedures, insurance laws, and best practices
Escalate complex client concerns or service issues to leadership as appropriate and document resolution actions
Leverage systems and tools such as Applied Epic and Microsoft Office to manage workflows, documentation, and reporting
Identify opportunities to improve service delivery, workflow efficiency, and client experience
Support renewal and account management initiatives that contribute to retention and revenue stability
Collaborate with internal teams to strengthen processes and enhance service outcomes