Account Manager

Alera Group is seeking a motivated Account Manager to join their team in Walnut Creek, California. This role focuses on building strong professional relationships with Legacy Risk clients to drive high business retention through trust, expertise, and exceptional service.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We specialize in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, we combine national strength with local service through a collaborative approach.

Why Alera Group

• Meaningful Impact: Empower P&C clients to navigate complex insurance and benefits packages, driving higher retention and employee satisfaction.
• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries.
• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way.

Responsibilities

• Serve as the primary day-to-day contact for a portfolio of commercial insurance clients.
• Build and maintain strong client relationships that drive retention, satisfaction, and long-term growth.
• Partner with Producers to support new business opportunities and renewal strategies.
• Analyze client exposures and recommend coverage solutions aligned with business objectives.
• Provide technical insurance guidance and assist clients with complex coverage questions.
• Review policies, endorsements, and coverage documents to ensure accuracy and completeness.
• Coordinate with carriers and underwriters to secure competitive coverage and pricing solutions.
• Manage the renewal process, policy servicing activities, and client requests in a timely manner.
• Support claims coordination and advocate for clients throughout the claims process.
• Maintain accurate client records and documentation within agency management systems.
• Collaborate with internal teams to deliver a seamless client experience.
• Consistently meet deadlines while managing multiple priorities in a fast-paced environment.

Qualifications

• 3 to 5+ years of commercial insurance account management experience.
• Strong knowledge of commercial property and casualty insurance coverages and principles.
• Experience supporting mid-sized to large commercial clients.
• Ability to interpret policies, endorsements, forms, and coverage language.
• Experience working directly with carriers, underwriters, producers, and clients.
• Exceptional customer service and relationship management skills.
• Strong verbal and written communication skills.
• Proven analytical, problem-solving, and organizational abilities.
• Ability to manage competing priorities and work effectively under deadlines.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Experience with Applied Epic or similar agency management systems preferred.
• Active Property & Casualty insurance license required.
• Bachelor's degree or equivalent combination of education and experience preferred.
• Professional designations such as CIC, CISR, CPCU, ARM, or CRM are a plus.

Core Competencies

• Strategic thinker with a proactive, client-focused mindset.
• Strong communication and presentation skills.
• Ability to simplify complex insurance concepts for diverse audiences.
• High attention to detail with strong execution skills.
• Ability to work independently while collaborating across teams.
• Driven, adaptable, and solutions-oriented.

Benefits

• Comprehensive benefits including medical, dental, vision, life, and disability coverage.
• 401(k) retirement plan.
• Generous paid time off (PTO).

Schedule

This role is hybrid, requiring 2 or fewer days in the office in Walnut Creek, California.

Professional Development

Alera Group Academy provides structured development opportunities, including:

• Role-specific learning paths.
• Leadership development programs.
• Technical and compliance training.
• Industry certifications and continuing education support.
• Peer learning and knowledge-sharing communities.

Licensure & Certifications

• Active California Property & Casualty insurance license required.
• Ongoing continuing education required to maintain licensure.