Commercial Lines Account Manager

Responsibilities

• Serve as the primary service contact for assigned large business commercial accounts
• Work closely with Producers to manage all policy-related activities for assigned clients
• Participate in client meetings with Producers as needed
• Provide daily client support for policy change requests and coverage questions
• Manage renewals, new business marketing, endorsements, audits, and policy changes
• Market renewals and new business accounts and provide quote analysis for Producers
• Review, check, and process policy documents for accuracy
• Update agency management systems to reflect correct coverages and policy details
• Invoice agency-billed policies and policy changes
• Interact daily with insurance carriers to request endorsements, order policies, and respond to underwriting inquiries
• Review insurance requirements and contracts in support of certificate of insurance requests
• Maintain accurate documentation in the agency management system (AMS360)
• Aid Producers in preparing client proposals for renewals and new business
• Provide guidance to commercial lines assistants supporting assigned accounts
• Support special projects and additional duties as assigned
• Contribute to a collaborative, service-driven team environment

Qualifications

• Active Pennsylvania Property & Casualty license or resident license in another state
• 3+ years of experience in Commercial Lines preferred
• Strong ability to work independently, prioritize workload, and manage multiple deadlines
• Proficiency in AMS360 or similar agency management systems
• Familiarity with Microsoft Word, Excel, and Outlook
• Working knowledge of insurance carrier products, rating systems, and carrier portals
• Strong verbal and written communication skills
• Prior experience mentoring or guiding support staff

Additional Information

Compensation - Salary range - $75,000 – $100,000 per year
Benefits - Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model - This role is Hybrid Professional Development – Alera Group Academy At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.