Account Manager

Alera Group

Tacoma, Washington

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JOB DETAILS

SKILLS

Billing, Brokerage, Compensation and Benefits, Construction, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Employee Benefits, Establish Priorities, Insurance Sales, Leadership, Maintenance Services, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Onboarding, Property and Casualty Insurance, Retention Programs, Retirement Plan, Risk, Sales Management, Service Delivery, Team Lead/Manager, Team Player, Time Management, Underwriting

LOCATION

Tacoma, Washington

POSTED

7 days ago

OVERVIEW

Account Manager - Commercial Lines (Property & Casualty)

At Alera Group, we help businesses navigate risk with confidence. Our Property & Casualty teams deliver strategic, consultative solutions that protect organizations and support long-term growth. We're hiring an experienced Account Manager to manage complex client relationships, support renewal and placement strategy, and play a key role within a high-performing service team.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.
About the Role
The Account Manager is responsible for managing a defined book of business (typically $750k-$1M in revenue) and supporting all aspects of client service, renewals, and account maintenance. This role serves as a primary day-to-day client contact, working closely with Producers and internal teams to ensure high-quality service delivery and retention.

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

What You'll Do

The Account Manager's main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service.

Process service requests, including preparing submissions, reviewing quotations, issuing proposals, summaries, certificates, binders, invoices, and premium audits for clients
Review and verify policy endorsements, newly issued policies, and insurance contracts for accuracy and compliance
Follow up promptly and professionally with clients, carriers, producers, and team members
Manage and prioritize workload, coordinate with Account Assistants, and conduct monthly renewal meetings with producers and Account Managers
Maintain certifications, complete training goals, and stay current on underwriting requirements and carrier authority

Team Leadership & Collaboration

Foster a collaborative, high-performing team environment
Support hiring, onboarding, and training of new team members
Coordinate service timelines and ensure deliverables align with client expectations

QUALIFICATIONS

What You Bring

Required

Minimum 2 years of experience in a commercial account management role
Active Property & Casualty license
Strong knowledge of commercial lines coverages, carriers, and market dynamics
Experience managing large, complex accounts and renewal strategies
Proven ability to lead client meetings and present to senior stakeholders
Proficiency in Microsoft Office (Word, Excel, Outlook)
Experience with agency management systems

Preferred

Experience with AMS Sagitta or similar platforms
Industry designations (e.g., CPCU, CIC, CRM, or similar)
Bachelor's degree or equivalent professional experience
Subject matter expertise in specific industries (e.g., construction, transportation, senior living)

ADDITIONAL INFORMATION

Compensation:
Salary range: $65,000 - $85,000 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 Remote

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.

You'll have access to:

Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer lear

Account Manager

Alera Group

Tacoma, Washington

About the Company

Alera Group

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