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Alera Group, Inc. · 7 hours ago

Commercial Account Manager

Raleigh, NC

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $90K/yr

2+ years exp

Alera Group is a rapidly growing company in the insurance brokerage sector, seeking a Commercial Lines Account Manager to join their Raleigh, North Carolina team. The role involves managing client renewals, policy endorsements, compliance reviews, and maintaining strong relationships with clients and carriers.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Renewals & Submissions: Meet with producers, set client expectations, complete renewal applications, and submit thorough proposals to carriers

Proposal & Quotation Analysis: Review carrier quotes, compare with EPIC schedules, and prepare professional proposals with premium comparisons

Policy & Endorsement Management: Request, review, and process endorsements, assist with complex endorsement requests, and ensure policy accuracy

Compliance & Contract Review: Handle COI compliance, order necessary endorsements, conduct contract/lease/bid reviews, and process surplus lines filings

Billing & Premium Management: Address receivables, manage invoicing complexities, secure financing, and resolve billing issues

Client & Carrier Relations: Maintain strong carrier relationships, attend meetings, understand market trends, and provide professional client follow-ups

Operational Responsibilities: Lead renewal meetings, oversee workload distribution, maintain certifications, complete training, and support team initiatives

Qualification

P&C licenseCommercial lines knowledgeMS Office proficiencyAgency management systemsCommunication skillsDetail-orientedTeam player

Required

Valid, State P&C license

Minimum 2 years in the insurance industry (agency/ broker preferred)

Industry-related certifications/designations required

Proficiency in MS Office (Word, Excel, Outlook) and agency management systems (Applied EPIC preferred)

Strong understanding of commercial lines and policy coverage

Excellent oral/written communication skills with a solutions-focused approach

Detail-oriented, proactive, team player with the ability to work independently

Preferred

College degree preferred

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.

Founded in 2017

Deerfield, Illinois, USA

1001-5000 employees