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Account Manager

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Alera Group

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Location:
United States, Raleigh

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

80000.00 - 90000.00 USD / Year
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Job Description:

TriSure, an Alera Group company, is looking for a Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Job Responsibility:

  • Renewals & Submissions: Meet with producers, set client expectations, complete renewal applications, and submit thorough proposals to carriers
  • Proposal & Quotation Analysis: Review carrier quotes, compare with EPIC schedules, and prepare professional proposals with premium comparisons
  • Policy & Endorsement Management: Request, review, and process endorsements, assist with complex endorsement requests, and ensure policy accuracy
  • Compliance & Contract Review: Handle COI compliance, order necessary endorsements, conduct contract/lease/bid reviews, and process Surplus Lines filings
  • Billing & Premium Management: Address receivables, manage invoicing complexities, secure financing, and resolve billing issues
  • Client & Carrier Relations: Maintain strong carrier relationships, attend meetings, understand market trends, and provide professional client follow-ups
  • Operational Responsibilities: Lead renewal meetings, oversee workload distribution, maintain certifications, complete training, and support team initiatives

Requirements:

  • Minimum 2 years in the insurance industry (agency preferred) with a valid state P&C Agent’s License
  • College degree preferred
  • industry-related certifications/designations required
  • Proficiency in MS Office (Word, Excel, Outlook) and agency management systems (Applied EPIC preferred)
  • Strong understanding of commercial lines and policy coverage
  • Excellent oral/written communication skills with a solutions-focused approach
  • Detail-oriented, proactive, team player with the ability to work independently
  • Must be able to perform Account Assistant duties effectively
What we offer:

medical, dental, life and disability insurance, 401k, generous paid time off

Additional Information:

Job Posted:
December 17, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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