Commercial Account Manager

OVERVIEW

Commercial Account Manager – Property & Casualty

Location:

Hybrid

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.

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.

• 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

• 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

• 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
• 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

• 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

• 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

• 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

• Detail orientation
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking

Compensation:

Salary range: $85,

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 Hybrid

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.

This position may require:

• Active Property & Casualty License
• Ability to obtain required licensure within the agreed upon timeline after hire
• 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, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Hybrid - 3 or more days in office
- Office UKG Work location