Commercial Lines Account Manager

OVERVIEW Commercial Lines 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 Commercial Lines 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.

• Build and maintain trusted client relationships by delivering responsive, proactive service and support
• Partner with producers, carriers, and internal teams to market new and renewal business and deliver tailored insurance solutions
• Manage renewals, policy changes, certificates, binders, , and other client service requests with accuracy and timeliness
• Review quotes, policies, and coverage documents to ensure accuracy in rating, limits, endorsements, and policy details
• Maintain organized client records, documentation, and follow-up activities within agency management systems and workflows
• Support billing and premium-bearing transactions while ensuring compliance with agency procedures and E&O guidelines
• Monitor outstanding items, renewals, and service requests to ensure timely completion and exceptional client experiences
• Stay current on coverage changes, carrier offerings, and industry trends through ongoing professional development and training

• 7+ years of Commercial Lines insurance experience servicing middle market and/or complex commercial accounts
• Strong communication, organizational, and relationship-building skills
• Ability to manage multiple priorities while delivering exceptional client service
• Proficiency with Microsoft Office and agency management systems
• Experience preparing applications, proposals, renewal submissions, and insurance documentation
• Knowledge of commercial coverages, underwriting processes, and carrier requirements

• Active Property & Casualty Insurance License OR
• Ability to obtain and maintain a Property & Casualty Insurance License within 6 months of hire

• Experience working in an independent insurance agency or brokerage
• Experience supporting Agriculture, Ag-related, Construction, Manufacturing, or Distribution accounts
• Experience with Applied Epic or other Agency Management Systems
• Professional designations such as CISR, CIC, CRM, CPCU, ARM, or similar

• Salary Range: $,000 annually

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k) with employer match
• Generous paid time off, including vacation, holidays, and sick time
• Professional development and continuing education opportunities
• Career growth within Alera Group
• Collaborative team environment focused on delivering exceptional client experiences

This position is Hybrid

• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

#LI-SE1

#LI-Hybrid

Location Type:
Hybrid - 2 or less days in office