Senior Account Manager

Alera Group • UNAVAILABLE, UNAVAILABLE

20d • Hybrid

About The Position

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Senior Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

Requirements

• Minimum 5 years of insurance industry experience including at least 3 years in an Account Manager role
• Active Property & Casualty Insurance License required
• Strong knowledge of personal lines insurance coverage, underwriting, and rating concepts
• Excellent verbal and written communication skills
• Demonstrated ability to manage complex client relationships and service needs
• Proficiency with Microsoft Office applications including Word, Excel, and Outlook
• Strong organizational, time management, and problem-solving skills
• Ability to work independently while managing multiple priorities and deadlines

Nice To Haves

• Expertise in high-net-worth personal lines insurance programs
• Industry designations such as CISR, CIC, CPRIA, or similar certifications
• Experience using AMS Sagitta, ImageRight, or similar agency management systems
• Strong understanding of personal lines markets, carrier guidelines, and underwriting practices
• Experience conducting coverage reviews and consultative risk discussions with clients
• Experience mentoring, training, or supporting junior team members
• College degree in Business, Risk Management, Insurance, or a related field
• Proven commitment to delivering exceptional customer service and client retention

Responsibilities

• Manage a large and complex book of personal lines business while delivering exceptional client service
• Process account transactions including applications, quotations, ID cards, proposals, endorsements, binders, billing, and correspondence
• Respond to client, carrier, producer, and internal service requests in a timely and professional manner
• Identify account rounding and cross-selling opportunities to enhance client relationships and coverage solutions
• Conduct account reviews and coverage consultations to identify potential coverage gaps and recommend solutions
• Maintain accurate client records and documentation within agency management and document management systems
• Stay current on carrier products, underwriting requirements, rating methodologies, and industry trends
• Assist with training, mentoring, and development of new team members and personal lines colleagues

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree