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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 who will support risk strategy, client service excellence, and operational accuracy.
Job Responsibility
Manage a dedicated book of small commercial clients with a focus on retention and account performance
Lead the renewal process by evaluating exposures, identifying coverage gaps, and recommending tailored solutions
Advise clients on coverage options and identify up-sell and cross-sell opportunities
Act as the primary point of contact, ensuring a high-quality client experience and proactively addressing service needs
Prepare and present proposals, insurance summaries, and quotes
Ensure timely handling of service requests including certificates, endorsements, billing issues, and renewals
Maintain accurate documentation in agency management systems
Ensure compliance, data integrity, and adherence to internal procedures
Support audits, reporting, and operational best practices
Identify growth opportunities and support new business initiatives
Serve as a client advocate during the claims process, coordinating with carriers for resolution
Collaborate with carriers and internal teams to deliver comprehensive solutions
Contribute to retention goals and client satisfaction through consistent, high-quality service
Requirements
Minimum of 2+ years of experience in Property & Casualty insurance or related client service role
Experience managing client relationships and servicing commercial accounts
Strong communication and relationship management skills
Ability to manage multiple priorities in a fast-paced environment
Active Property and Casualty license
Nice to have
Bachelor's degree
Experience with agency management systems and Microsoft Office Suite
Strong analytical and problem-solving skills
Professional designations or certifications
What we offer
medical
dental
vision
life and disability coverage
401(k)
generous PTO
Alera Group Academy professional development
role-specific learning paths
leadership development programs
technical and compliance training
industry certifications and continuing education support