Commercial Lines Account Manager

Alera Group

  • San Jose, California
  • 26 days ago

    Highlights

    This role will focus on partnering with mid-market commercial client accounts and collaborating with insurance carriers durning the renewal process and Commercial Lines Producers to provide support to their clients. What You'll Do / Your Impact Client Partnership & Risk Strategy Serve as a key service partner for assigned commercial lines clients, supporting retention and long-term relationships.

    Numbers & Facts

    LocationSan Jose, California

    Description

    OVERVIEW

    Commercial Account Manager - Property & Casualty
    Location: On-site

    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 Account Manager who will support risk strategy, client service excellence, and operational accuracy.

    About Alera Group
    Alera 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.

    This role will focus on partnering with mid-market commercial client accounts and collaborating with insurance carriers durning the renewal process and Commercial Lines Producers to provide support to their clients.

    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 / Your ImpactClient Partnership & Risk Strategy
    • Serve as a key service partner for assigned commercial lines clients, supporting retention and long-term relationships
    • Coordinate closely with Producers to manage renewals and new business activity
    • Respond to client and carrier inquiries in a timely, professional manner
    • Support client risk management needs through accurate documentation and proactive follow-up
    Operational Excellence
    • Coordinate policy expirations and maintain renewal timelines and suspense systems
    • Assist with marketing new and renewal business by preparing applications, proposals, and summaries
    • Review new and renewal quotes and policies for accuracy, including coverages, limits, and rating
    • Prepare policy change requests, certificates, binders, ID cards, and other insurance documents
    • Invoice premium-bearing transactions accurately and timely
    • Maintain organized electronic records in accordance with agency procedures and E&O standards
    • Follow agency compliance guidelines and insurance regulations
    Strategic Contribution
    • Support Producers and internal teams to deliver seamless service and renewal execution
    • Stay current on coverage changes, carrier requirements, and industry developments
    • Participate in training and continuing education to enhance technical expertise
    • Contribute to a collaborative team environment focused on service excellence and continuous improvement

    ADDITIONAL INFORMATION

    Compensation:
    Hourly range: $54 to $57 per hour
    Eligible for performance-based bonus: Yes

    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 learning and knowledge-sharing communities
    Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.
    Licensure & Certifications
    This position may require:
    • Active Property & Casualty License
    • Ongoing continuing education to maintain active status
    We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, na

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