Commercial Lines Account Manager

Alera GroupRedlands, CA
4h$80,000 - $100,000Hybrid

About The Position

Alera Group is looking for a Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Requirements

  • 5+ years of experience in Commercial Lines Insurance.
  • Prior experience working with an insurance agency, brokerage, or insurance carrier.
  • Proficient in computer systems (Microsoft Applications, Applied EPIC, Salesforce, Zoho, PATA, ReSource Pro) and highly organized, adaptable, and precise, excelling in dynamic environments and meeting deadlines.

Responsibilities

  • Serve as a dedicated resource and primary contact for a commercial book of business.
  • Partner with Producers to manage renewals end‑to-end, supporting strategy, marketing, proposals, binding, and policy delivery.
  • Provide coverage and technical support, reviewing quotes, identifying exposures, and helping deliver sound insurance solutions.
  • Prepare and submit new and renewal business, ensuring documentation and bind orders are accurate and complete.
  • Handle endorsements, policy changes, and client service requests with attention to detail and timeliness.
  • Maintain accurate, compliant client records in the agency management system.
  • Stay current on market trends and carrier appetite, building working relationships with carrier partners.
  • Participate in training and process improvement efforts to grow skills and support team efficiency.

Benefits

  • Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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