Alera Group, Inc. · 4 days ago
Commercial Lines Account Manager
Alera Group is a prominent broker of US business, focused on delivering exceptional client services in various areas including Employee Benefits and Insurance. The Account Manager will serve as the primary contact for commercial clients, managing policy renewals and ensuring high satisfaction while supporting Producers in retention and cross-sell efforts.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Serve as the primary contact for commercial clients, delivering responsive service on coverage, billing, policy changes, certificates, and claims while ensuring high satisfaction and supporting Producers in retention, onboarding, and cross-sell efforts
Lead the full renewal cycle (data gathering, submissions, proposals, and negotiations), identify coverage enhancements, and manage all policy administration tasks—including endorsements, certificates, cancellations, and AMS documentation—in alignment with agency standards
Maintain strong relationships with carriers/wholesalers, secure competitive terms, support clients through the claims process, and ensure adherence to underwriting guidelines, compliance requirements, and internal quality-control procedures
Qualification
Required
3+ years of Commercial P&C experience preferred
active P&C license (or ability to obtain quickly)
strong knowledge of core commercial lines (GL, Property, Auto, WC, Umbrella)
familiarity in Professional/Specialty lines a plus
Proficiency with agency management systems (EPIC preferred)
Microsoft Office Suite proficiency
strong analytical, organizational, and detail-oriented capabilities
Excellent written and verbal communication skills
ability to manage multiple deadlines independently
high integrity
a client-first mindset
strong problem-solving skills
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Recent News
2025-10-21
Company data provided by crunchbase