[Hiring] Account Manager @Alera Group

Role Description

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 an 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.

Responsibilities

• Provide day-to-day service and support to commercial clients while responding promptly to inquiries
• Lead renewal strategy discussions and coordinate execution of service deliverables
• Assist clients with claim reporting, coverage questions, and policy-related requests
• Market, quote, and prepare proposals for new business and renewal opportunities
• Analyze risk exposures and develop coverage recommendations aligned with client needs
• Negotiate with carrier partners to secure competitive terms and appropriate coverage solutions
• Process renewals, endorsements, policy changes, invoicing, and premium collection activities
• Support account retention and growth through consultative client relationship management

Qualifications

• Minimum 5 years of commercial lines insurance experience
• Active California Property & Casualty Insurance License
• Strong knowledge of commercial insurance coverages and underwriting concepts
• Understanding of state and federal regulations impacting commercial insurance
• Experience marketing accounts and negotiating with insurance carriers
• Proficiency with Microsoft Office applications and agency management systems
• Strong analytical, problem-solving, and strategic planning skills
• Ability to manage multiple deadlines and priorities in a fast-paced environment

Preferred Qualifications

• Professional designations such as CPCU, CIC, or similar credentials
• Experience supporting Producers in new business strategy and account development
• Experience using Applied EPIC, Indio, Salesforce, Zoho, PATA, Resource Pro, or similar platforms
• Demonstrated ability to build and maintain strong client relationships
• Strong presentation and communication skills
• Experience leading renewal strategies and client service initiatives
• Ability to explain complex insurance concepts in a clear, client-focused manner
• Commitment to continuous professional growth and industry education

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Work Arrangement

• This position is Remote to CA Residents
• This role is primarily remote.
• Occasional travel may be required to support office implementations, training, and collaboration with project teams.