Commercial Account Manager - WI
About the role
Commercial Lines Account Manager Hybrid - Appleton, Green Bay, Eau Claire, Madison, Onalaska, Stevens Point, Waukesha, Wausau WI Remote - if outside Wisconsin. At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Commercial Lines Account Manager to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and the team to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role focuses on client service delivery, policy servicing, renewals support, and operational accuracy while collaborating with producers, account managers, underwriters, and internal service teams.
- Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and 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
- Manage client communications related to renewals, policy changes, audits, billing, and general service inquiries
- Respond promptly to client questions regarding coverage, billing, and claims
- Build rapport with clients and contribute to long‑term relationship retention
- Service a portfolio of commercial accounts across multiple industries
- Process endorsements, cancellations, certificates of insurance, and other policy changes
- Prepare and review renewal submissions, applications, and proposals for new and existing business
- Coordinate with underwriters and carriers to obtain quotes and coverage options
- Maintain accurate documentation and data entry within agency management systems
- Ensure adherence to insurance regulations, company standards, and client requirements
- Support producers and account managers in marketing new and