OVERVIEWCommercial Account Manager - Property & CasualtyLocation: HybridAt Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a
Commercial Account Manager who will support risk strategy, client service excellence, and operational accuracy.
About Alera GroupAlera 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.
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
RESPONSIBILITIESWhat You'll Do / Your ImpactClient & Relationship Partnership- Support commercial Property & Casualty clients by delivering responsive, professional, and service-focused account management
- Collaborate with the Commercial Sales team and internal partners to ensure seamless execution of client servicing activities
- Build and maintain long-term client relationships through proactive communication and consistent follow-through
- Contribute to client retention and satisfaction by addressing client needs and concerns promptly
Operational & Strategic Execution- Manage key commercial lines processes including new business placement, renewals, endorsements, cancellations, audits, billing/financing, and payments
- Coordinate issuance of certificates of insurance, evidence of property insurance, schedules of insurance, and auto ID cards
- Ensure accuracy, compliance, and alignment with agency procedures, insurance laws, and best practices
- Escalate complex client concerns or service issues to leadership as appropriate and document resolution actions
- Leverage systems and tools such as Applied Epic and Microsoft Office to manage workflows, documentation, and reporting
Growth & Innovation- Identify opportunities to improve service delivery, workflow efficiency, and client experience
- Support renewal and account management initiatives that contribute to retention and revenue stability
- Collaborate with internal teams to strengthen processes and enhance service outcomes
QUALIFICATIONSWhat You BringRequired- High school diploma or GED
- 5+ years of industry-related experience in commercial insurance
- Active Property & Casualty insurance license
- Experience in client service, insurance operations, or account management
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a dynamic, client-focused environment
Preferred- Commercial Lines account management experience
- Experience with Applied Epic agency management system
- Working knowledge of insurance laws and regulations
- Strong analytical and problem-solving capability
Core Competencies- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
ADDITIONAL INFORMATIONCompensation:Salary range: $85,000-100,000
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
HybridProfessional Development - Alera Group AcademyAt 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 progra