Senior Account Manager

OVERVIEW Senior Account Manager About Alera Group

Founded in 2017, Alera Group 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.

• 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.

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 Senior 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.

• Manage a large and complex book of personal lines business while delivering exceptional client service
• Process account transactions including applications, quotations, , proposals, endorsements, binders, billing, and correspondence
• Respond to client, carrier, producer, and internal service requests in a timely and professional manner
• Identify account rounding and cross-selling opportunities to enhance client relationships and coverage solutions
• Conduct account reviews and coverage consultations to identify potential coverage gaps and recommend solutions
• Maintain accurate client records and documentation within agency management and document management systems
• Stay current on carrier products, underwriting requirements, rating methodologies, and industry trends
• Assist with training, mentoring, and development of new team members and personal lines colleagues

• Minimum 5 years of insurance industry experience including at least 3 years in an Account Manager role
• Active Property & Casualty Insurance License required
• Strong knowledge of personal lines insurance coverage, underwriting, and rating concepts
• Excellent verbal and written communication skills
• Demonstrated ability to manage complex client relationships and service needs
• Proficiency with Microsoft Office applications including Word, Excel, and Outlook
• Strong organisational, time management, and problem-solving skills
• Ability to work independently while managing multiple priorities and deadlines

• Expertise in high-net-worth personal lines insurance programs
• Industry designations such as CISR, CIC, CPRIA, or similar certifications
• Experience using AMS Sagitta, Image Right, or similar agency management systems
• Strong understanding of personal lines markets, carrier guidelines, and underwriting practices
• Experience conducting coverage reviews and consultative risk discussions with clients
• Experience mentoring, training, or supporting junior team members
• College degree in Business, Risk Management, Insurance, or a related field
• Proven commitment to delivering exceptional customer service and client retention

• Salary Range: $70,000–$85,000 annually

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

This position is Hybrid

• Hybrid…