Commercial Lines Account Manager Assistant

About the Role

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Commercial Lines Account Manager Assistant who will support risk strategy, client service excellence, and operational accuracy. This is a hybrid role based in Syracuse, New York.

About Alera Group

Alera Group, founded in 2017, is the 14th largest broker of U.S. business, specializing in Employee Benefits, Property and Casualty Insurance, and Financial Services. With a nationwide network of offices, we combine national resources with local service, driven by a collaborative culture and a commitment to client success.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction.
• Growth & Learning: Opportunities to deepen expertise and gain exposure to diverse clients and industries.
• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way.

Responsibilities

• Client Partnership & Risk Strategy:
  • Support client service activities to meet client needs with exceptional service.
  • Assist with new business and renewal processes, including assigned program business.
  • Act as a liaison with account managers and carrier partners to support client objectives.
  • Ensure timely and accurate handling of client requests, service needs, and follow-ups.
  • Maintain strong client and carrier relationships through responsive communication.
• Operational Excellence:
  • Maintain efficient use of client management systems for accurate documentation and workflow compliance.
  • Manage correspondence, including email and client document systems, in a timely manner.
  • Support carrier website activities for rating, billing, endorsements, and loss run retrieval.
  • Maintain accurate and orderly account records.
  • Use CSR24 and other tools to support service delivery with strong attention to detail.
• Strategic Contribution:
  • Pursue training opportunities for personal and professional development.
  • Build strong relationships and share knowledge to support team success.
  • Contribute to a collaborative environment through communication and accountability.
  • Identify opportunities to improve service processes and operational consistency.

Qualifications

Required

• 1–2 years of experience in Property & Casualty Insurance.
• New York State Property & Casualty license.
• Experience in client service, account management, or insurance service activities.
• Strong verbal and written communication skills.
• Excellent organization, time management, and prioritization skills.
• Ability to manage time-sensitive deadlines.
• Strong attention to detail and accuracy.
• Proficiency in Microsoft Office products.
• Ability to build relationships and collaborate effectively.

Preferred

• Bachelor’s degree.
• Experience with client management and document management systems.
• Experience using carrier websites for rating, billing, endorsements, and loss runs.
• Experience with CSR24 or similar tools.
• Strong presentation skills.
• Interest in continued training and professional development.

Core Competencies

• Culture
• Communication
• Collaboration and teamwork
• Planning and organizing
• Decision making and problem solving
• Detail orientation
• Accountability and follow-through
• Client-first thinking
• Relationship building
• Professionalism

Additional Information

Compensation: $25.00 – $32.45 per hour, eligible for performance-based bonus.

Benefits: Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: Hybrid – 3 or more days in office, local to Syracuse, New York.

Professional Development

Through Alera Group Academy, we offer 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 State Property & Casualty License required.
• Ability to obtain required licensure within 6 months of hire.
• Ongoing continuing education to maintain active status.