Commercial Lines Account Manager

Alera Group • Watsonville, CA

1d • Hybrid

About The Position

Alera Group is seeking a Commercial Lines Account Manager to join their Property & Casualty team. This role involves partnering with businesses to identify risks, protect assets, and deliver insurance solutions. The Account Manager will build trusted client relationships, provide exceptional service, and offer proactive guidance to help clients navigate the evolving risk landscape. Alera Group is a national insurance and financial services firm that emphasizes collaboration, career growth, and making an impact.

Requirements

• 7+ years of Commercial Lines insurance experience servicing middle market and/or complex commercial accounts
• Strong communication, organizational, and relationship-building skills
• Ability to manage multiple priorities while delivering exceptional client service
• Proficiency with Microsoft Office and agency management systems
• Experience preparing applications, proposals, renewal submissions, and insurance documentation
• Knowledge of commercial coverages, underwriting processes, and carrier requirements
• Active Property & Casualty Insurance License OR Ability to obtain and maintain a Property & Casualty Insurance License within 6 months of hire

Nice To Haves

• Experience working in an independent insurance agency or brokerage
• Experience supporting Agriculture, Ag-related, Construction, Manufacturing, or Distribution accounts
• Experience with Applied Epic or other Agency Management Systems
• Professional designations such as CISR, CIC, CRM, CPCU, ARM, or similar

Responsibilities

• Build and maintain trusted client relationships by delivering responsive, proactive service and support
• Partner with producers, carriers, and internal teams to market new and renewal business and deliver tailored insurance solutions
• Manage renewals, policy changes, certificates, binders, ID cards, and other client service requests with accuracy and timeliness
• Review quotes, policies, and coverage documents to ensure accuracy in rating, limits, endorsements, and policy details
• Maintain organized client records, documentation, and follow-up activities within agency management systems and workflows
• Support billing and premium-bearing transactions while ensuring compliance with agency procedures and E&O guidelines
• Monitor outstanding items, renewals, and service requests to ensure timely completion and exceptional client experiences
• Stay current on coverage changes, carrier offerings, and industry trends through ongoing professional development and training

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k) with employer match
• Generous paid time off, including vacation, holidays, and sick time
• Professional development and continuing education opportunities
• Career growth within Alera Group
• Collaborative team environment focused on delivering exceptional client experiences

What This Job Offers

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