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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 Lines Account Manager to join our growing team and support an established book of approximately 70 commercial accounts across a diverse portfolio including contractors, transportation, manufacturing, healthcare, landscaping, and other small to middle-market businesses. In this role, you'll be responsible for delivering exceptional client service, managing renewals, coordinating with carriers and producers, and ensuring accurate and timely account management activities. Success in this position requires strong communication, organization, and the ability to prioritize competing deadlines while building lasting client relationships that drive retention and service excellence.
Job Responsibility
Support clients with coverage placement, renewals, claims coordination, policy analysis, and related service needs
Serve as a trusted day-to-day resource for clients, responding promptly to service requests and coverage questions
Collaborate with carriers, underwriters, and producer partners to deliver effective coverage solutions
Build and maintain strong client relationships that support long-term retention and service excellence
Contribute to client retention initiatives and identify opportunities for account growth
Manage a book of approximately 70 commercial accounts while effectively prioritizing competing deadlines, service requests, and renewal activity
Coordinate renewals and policy servicing activities to ensure a seamless client experience
Maintain accurate and timely documentation within agency management systems such as AMS360 or EPIC
Ensure policy accuracy, regulatory compliance, and adherence to internal procedures
Support audits, reporting, and carrier or client requests as needed
Assist in identifying coverage gaps, risk exposures, and improvement opportunities
Partner with producers and internal teams to support new business opportunities and client retention efforts
Support department goals related to growth, efficiency, and client satisfaction
Requirements
3+ years of Commercial Lines Account Management experience within an insurance agency, brokerage, or carrier environment
Strong customer service, communication, and organizational skills
Ability to manage multiple priorities in a fast-paced team environment
Experience using AMS360, EPIC, or similar agency management systems
Proficiency in Microsoft Word, Excel, Outlook, and agency management systems
Strong attention to detail, follow-through, and accountability
Nice to have
Active Property & Casualty License strongly preferred
Experience working directly with producers, underwriters, and carrier partners
Knowledge of commercial insurance coverages, policy forms, and renewal processes
Experience supporting small to middle-market commercial accounts