Jobs · Business Development · Wisconsin

Commercial Account Manager - WI

Alera Group, Inc. · Waukesha, WI · 1 mo ago
On-siteBusiness DevelopmentFull-time
We need to output HTML fragment with sections: About the role? Actually we have Overview, About Alera Group, Why Alera Group, Responsibilities, Qualifications, Additional Information (Benefits, Work Model, Professional Development, Licensure & Certifications). We must not repeat job title as heading. Use

for section headings. Use
  • for any list of duties/requirements/benefits. Use

    for prose. Remove boilerplate: EEO, privacy, etc. Also remove duplicated lines. Keep all substantive info. We need to decide which sections to include: About the role? The posting has Overview (intro), About Alera Group, Why Alera Group, Responsibilities, Qualifications, Additional Information (Benefits, Work Model, Professional Development, Licensure & Certifications). We can combine Overview and About Alera Group maybe as "About the role" or "About Alera Group". The instruction: use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose headings that match content. We have About Alera Group (company overview). Could be "About Alera Group". Also "Why Alera Group" could be part of benefits? But it's more about culture; maybe we can include as "Why Alera Group". Responsibilities heading. Qualifications heading. Benefits heading (from Additional Information). Work Model maybe part of Benefits or separate? Could be "Work Model". Professional Development heading. Licensure & Certifications heading. We must not create sections with placeholder text. All sections have content. We must not include Job ID etc. Not present. We must remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes "We're an equal opportunity employer..." and privacy policy lines. Remove those. Also remove duplicated lines: maybe some lines repeated? Not obvious. Now produce HTML. Structure:

    About Alera Group

    ... content from About Alera Group paragraph(s).

    Why Alera Group

    ... bullet points? Actually it's a list: Meaningful Impact, Growth & Learning, Collaborative Culture. Use

    • for each.

      Responsibilities

      ... maybe we need to break into sub-sections? The responsibilities have headings: Client Partnership & Risk Strategy, Operational Excellence, Strategic Contribution. Could treat each as

      ? But instruction only mentions using

      for section headings; we can still use

      for subheadings? Not prohibited. Safer to keep as
      • with each duty. Could also keep subheadings as within
      • . But better to keep simple: list each duty. We have bullet points under each subheading. We'll flatten into list items.

        Qualifications

        ... Required and Preferred sections. Could use

        • for required and preferred.

          Benefits

          ... Benefits description.

          Work Model

          ... Hybrid/Remote if outside Wisconsin.

          Professional Development

          ... description of Alera Group Academy.

          Licensure & Certifications

          ... description. Make sure to preserve all substantive info. Let's extract text. Overview: "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." We can incorporate that into About Alera Group or Overview. Since we have About Alera Group section later, we could put overview in About Alera Group? Actually About Alera Group paragraph is separate: "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." We could combine overview and About Alera Group into one About Alera Group section. But we need to preserve all info. Let's create About Alera Group section containing both the intro about the role and company overview. Thus:

          About Alera Group

          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.

          Now Why Alera Group: bullet list. Extract: "Meaningful Impact - Help clients and employees navigate benefits programs that drive retention, engagement, and satisfactionGrowth & Learning - Opportunities to deepen your expertise and gain exposure to a variety of clients and industriesCollaborative Culture - Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way" We need to separate sentences. We'll make list items.

          Why Alera Group

          • 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: We have three subsections with bullet points. Let's extract all bullet points: Client Partnership & Risk Strategy: - 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 Operational Excellence: - 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 Strategic Contribution: - Support producers and account managers in marketing new and renewal business with a focus on retention - Collaborate with internal teams and carriers to deliver seamless, high‑quality service - Continue building technical knowledge of commercial insurance products and exposures We'll output as
          • .

            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 renewal business with a focus on retention
            • Collaborate with internal teams and carriers to deliver seamless, high‑quality service
            • Continue building technical knowledge of commercial insurance products and exposures
            Qualifications: Required and Preferred. Required: - High school diploma or equivalent (associate or bachelor’s degree preferred) - Active Property & Casualty insurance license, or ability to obtain within a specified timeframe - Strong written and verbal communication skills - Excellent organizational, time‑management, and prioritization skills - High attention to detail and accuracy Preferred: - Two or more years of commercial lines servicing experience - Working knowledge of commercial insurance products such as general liability, property, workers’ compensation, auto, and umbrella - Knowledge of large commercial - Experience with agency management systems such as Applied Epic or AMS360 - Professional designations such as CISR or CIC, or willingness to pursue Also Core Competencies list: Client‑first mindset, Detail orientation and accuracy, Accountability and follow‑through, Professional communication, Collaboration and teamwork, Continuous learning and development. We could include Core Competencies under Qualifications or as separate Skills section. The instruction mentions Skills heading possible. We could create a Skills section for Core Competencies. But we already have Qualifications; we could add a Skills section. However we must not create thin sections. Core Competencies is substantive; we could make a Skills section. Let's decide: We'll have Qualifications (Required & Preferred) and Skills (Core Competencies). That seems reasonable. Thus:

            Qualifications

            • High school diploma or equivalent (associate or bachelor’s degree preferred)
            • Active Property & Casualty insurance license, or ability to obtain within a specified timeframe
            • Strong written and verbal communication skills
            • Excellent organizational, time‑management, and prioritization skills
            • High attention to detail and accuracy

            Preferred Qualifications

            • Two or more years of commercial lines servicing experience
            • Working knowledge of commercial insurance products such as general liability, property, workers’ compensation, auto, and umbrella
            • Knowledge of large commercial
            • Experience with agency management systems such as Applied Epic or AMS360
            • Professional designations such as CISR or CIC, or willingness to pursue
            But we might combine Preferred under Qualifications as a subheading. However instruction says use

            for section headings; we can have multiple

            sections. So we can have Qualifications and Preferred Qualifications separate. Or we could have Qualifications with required and preferred lists under same heading using . But better to separate. Now Skills/Core Competencies:

            Skills

            • Client‑first mindset
            • Detail orientation and accuracy
            • Accountability and follow‑through
            • Professional communication
            • Collaboration and teamwork
            • Continuous learning and development
            Now Benefits

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