Account Manager

OVERVIEW

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.

Why Join Alera Group?

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.

The Opportunity

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 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

Required 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

Compensation

Salary Range: $90,000–$117,500 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Remote to CA Residents

Remote: This role is primarily remote.

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.

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Location Type

Remote

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

Required 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

Compensation

Salary Range: $90,000–$117,500 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career growth opportunities