Project Risk Account Manager

Alera Group • Walnut Creek, CA

5d • Hybrid

About The Position

Alera Group is seeking a Project Risk Account Manager, Construction & Development, to join its Property & Casualty team in Walnut Creek, California. The role manages complex commercial accounts, with a focus on real estate development, construction risks, and Builder's Risk placements, and serves as a trusted advisor to clients, producers, and carrier partners.

The position supports clients and producers with new business, renewals, marketing strategies, exposure analysis, and coverage recommendations. It provides technical expertise in Builder's Risk and Course of Construction coverages and coordinates placements throughout the project lifecycle, from underwriting submission and binding through policy issuance, project extensions, and completion. The account manager also reviews construction contracts and insurance documents, assesses changing project exposures, and helps ensure policies and contractual requirements are accurate and compliant.

This is a hybrid role in Walnut Creek, California, with two or fewer days in the office. Alera Group offers structured professional development through Alera Group Academy, including role-specific learning paths, leadership development, technical and compliance training, industry certifications and continuing education support, and peer learning communities. An active California Property & Casualty license and ongoing continuing education are required.

Requirements

• Active California Property & Casualty Insurance License.
• At least 5 years of commercial insurance brokerage or agency experience supporting middle-market or large commercial accounts.
• Experience with Builder's Risk and Course of Construction insurance placements.
• Strong knowledge of commercial property and casualty insurance coverages, policy forms, and underwriting concepts.
• Ability to review and interpret construction contracts, insurance requirements, and project-related exposures.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.
• Ongoing continuing education to maintain licensure.

Nice To Haves

• Experience supporting commercial real estate, development, and construction clients.
• Experience with ground-up construction projects, renovations, and large development initiatives.
• Knowledge of OCIPs, CCIPs, wrap-up programs, and other construction insurance solutions.
• Experience with the Applied Epic agency management system.
• Professional designations such as CIC, CPCU, ARM, CRM, or CRIS.
• Experience working with large property owners, developers, general contractors, or construction-focused organizations.

Responsibilities

• Manage a portfolio of commercial accounts, emphasizing construction, real estate development, and Builder's Risk exposures.
• Partner with producers and clients on new business, renewals, marketing strategies, exposure analysis, and coverage recommendations.
• Provide technical expertise on Builder's Risk and Course of Construction coverages, including project-specific risks and construction-related exposures.
• Coordinate Builder's Risk placements from underwriting submission through binding, policy issuance, endorsements, project extensions, and project completion.
• Review construction contracts, loan agreements, leases, and insurance requirements to identify coverage needs and potential risks.
• Collaborate with clients and underwriters to address changes in project values, timelines, scope, and evolving exposures throughout the project lifecycle.
• Review policies, binders, endorsements, certificates, and contractual insurance requirements for accuracy and compliance.
• Build and maintain relationships with clients, producers, underwriters, carriers, and business partners to support account retention and growth.

Benefits

• Medical, dental, vision, life, and disability coverage.
• 401(k).
• Generous paid time off.
• Professional development through Alera Group Academy, including role-specific learning paths, leadership development programs, technical and compliance training, industry certifications and continuing education support, and peer learning and knowledge-sharing communities.

What This Job Offers

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