Commercial Account Manager

Alera Group•San Jose, CA

9h•Onsite

About The Position

Commercial Account Manager – Property & Casualty Location: On-site 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. This role will focus on partnering with mid-market commercial client accounts and collaborating with insurance carriers durning the renewal process and Commercial Lines Producers to provide support to their clients. 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

Active Property & Casualty insurance license
7+ years of commercial lines insurance experience servicing middle‑market or complex accounts
Strong knowledge of commercial insurance coverages and policy documentation
Excellent organizational skills with strong attention to detail
Strong written and verbal communication skills
Ability to manage multiple priorities in a fast‑paced environment

Nice To Haves

Experience supporting complex risks such as construction, manufacturing, or distribution
Experience working with agency management systems
Strong collaboration skills when working with Producers and service teams
Detail orientation and accuracy
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong time management and prioritization
Professional judgment and discretion

Responsibilities

Serve as a key service partner for assigned commercial lines clients, supporting retention and long‑term relationships
Coordinate closely with Producers to manage renewals and new business activity
Respond to client and carrier inquiries in a timely, professional manner
Support client risk management needs through accurate documentation and proactive follow‑up
Coordinate policy expirations and maintain renewal timelines and suspense systems
Assist with marketing new and renewal business by preparing applications, proposals, and summaries
Review new and renewal quotes and policies for accuracy, including coverages, limits, and rating
Prepare policy change requests, certificates, binders, ID cards, and other insurance documents
Invoice premium‑bearing transactions accurately and timely
Maintain organized electronic records in accordance with agency procedures and E&O standards
Follow agency compliance guidelines and insurance regulations
Support Producers and internal teams to deliver seamless service and renewal execution
Stay current on coverage changes, carrier requirements, and industry developments
Participate in training and continuing education to enhance technical expertise
Contribute to a collaborative team environment focused on service excellence and continuous improvement