Senior Account Manager

Alera Group • Tacoma, WA

3d • Hybrid

About The Position

Alera Group is seeking a Senior Account Manager for its Property & Casualty team. The role supports client service excellence and operational accuracy by managing day-to-day account activity for assigned commercial lines clients, supporting renewals and new business, and coordinating with clients, producers, carriers, and internal stakeholders. It also contributes to team leadership and development, process improvement, and client relationship growth. The position is hybrid, with two or fewer days in the office.

Requirements

• Strong oral and written communication skills.
• Professional and responsive communication with clients, carriers, producers, and peers.
• Solution-oriented service delivery mindset.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong technical coverage knowledge of commercial lines.
• Broad industry knowledge and experience.
• Consistent work ethic, including timely follow-up, collaboration, proactivity, attention to detail, and dependability.
• Ability to work independently and manage time effectively.
• Active Property & Casualty license.
• Ongoing continuing education to maintain active license status.

Nice To Haves

• At least 5 years of industry experience, including at least 3 years at the Account Manager level.
• Agency Management System experience; AMS Sagitta and ImageRight are preferred.
• Applicable state P&C Agents License.
• Industry-related certifications are expected.
• College degree preferred, or equivalent experience.

Responsibilities

• Foster a collaborative, high-performing team environment through leadership, mentorship, and knowledge sharing.
• Support the development and training of team members to strengthen technical expertise and service excellence.
• Help maintain strong client relationships by ensuring consistent delivery of service standards and operational best practices.
• Partner with Producers, Account Executives, carrier partners, and internal stakeholders to meet client needs and business objectives.
• Contribute to staffing, onboarding, and team development initiatives, as applicable.
• Support team operations through oversight of administrative processes, approvals, and workflow coordination.
• Serve as a primary client service resource, managing day-to-day account activity for assigned commercial lines clients.
• Support renewal and new business processes by gathering underwriting information, preparing submissions, and coordinating with carrier partners.
• Review carrier quotes and assist in preparing client proposals, coverage comparisons, and renewal presentations.
• Manage endorsements, certificates of insurance, policy issuance reviews, premium audits, binders, and related servicing activities.
• Conduct contract reviews to evaluate insurance requirements and support compliance needs.
• Ensure accuracy, regulatory compliance, and adherence to underwriting guidelines and internal quality standards.
• Maintain accurate client records, documentation, and correspondence in agency management systems and client service platforms.
• Prioritize workload to ensure timely delivery of client and carrier commitments.
• Identify opportunities to improve client service, operational efficiency, and team performance.
• Use agency technology platforms and digital workflows to optimize account management processes.
• Analyze coverage, loss information, and policy data to support client recommendations and renewal strategies.
• Stay current on carrier products, market trends, and industry developments.
• Support implementation of process improvements and best practices that enhance consistency and service delivery.
• Contribute to client relationship growth and retention through proactive service and solution-focused problem solving.

Benefits

• Medical, dental, vision, life, and disability coverage.
• 401(k).
• Generous paid time off.
• 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.

What This Job Offers

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