Commercial Lines Account Manager
About Alera Group
Alera Group, founded in 2017, is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.
Why join Alera Group?
- Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
- Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
- Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.
About the Role
At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Commercial Lines Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.
Responsibilities
- Build and maintain trusted client relationships by delivering responsive, proactive service and support.
- Partner with producers, carriers, and internal teams to market new and renewal business and deliver tailored insurance solutions.
- Manage renewals, policy changes, certificates, binders, ID cards, and other client service requests with accuracy and timeliness.
- Review quotes, policies, and coverage documents to ensure accuracy in rating, limits, endorsements, and policy details.
- Maintain organized client records, documentation, and follow-up activities within agency management systems and workflows.
- Support billing and premium-bearing transactions while ensuring compliance with agency procedures and E&O guidelines.
- Monitor outstanding items, renewals, and service requests to ensure timely completion and exceptional client experiences.
- Stay current on coverage changes, carrier offerings, and industry trends through ongoing professional development and training.
Requirements
Required Qualifications
- 7+ years of Commercial Lines insurance experience servicing middle market and/or complex commercial accounts.
- Strong communication, organizational, and relationship-building skills.
- Ability to manage multiple priorities while delivering exceptional client service.
- Proficiency with Microsoft Office and agency management systems.
- Experience preparing applications, proposals, renewal submissions, and insurance documentation.
- Knowledge of commercial coverages, underwriting processes, and carrier requirements.
- Active Property & Casualty Insurance License OR ability to obtain and maintain a Property & Casualty Insurance License within 6 months of hire.
Preferred Qualifications
- Experience working in an independent insurance agency or brokerage.
- Experience supporting Agriculture, Ag-related, Construction, Manufacturing, or Distribution accounts.
- Experience with Applied Epic or other Agency Management Systems.
- Professional designations such as CISR, CIC, CRM, CPCU, ARM, or similar.
Pay
Salary Range: $100,000–$110,000 annually.
Benefits
- Medical, dental, and vision insurance.
- Life and disability coverage.
- 401(k) with employer match.
- Generous paid time off, including vacation, holidays, and sick time.
- Professional development and continuing education opportunities.
- Career growth within Alera Group.
- Collaborative team environment focused on delivering exceptional client experiences.
Schedule
This position is hybrid, combining in-office and remote work based on business needs and manager expectations. Occasional travel may be required to support office implementations, training, and collaboration with project teams.
Hybrid – 2 or fewer days in office.