Commercial Lines Account Manager
Job Description
Position Summary
We are seeking a Commercial Lines Account Manager to join our growing Property & Casualty team. This role is ideal for a client-focused insurance professional who thrives in a fast-paced environment, enjoys building strong client relationships, and takes pride in delivering proactive service. This position plays a key role in supporting continued business growth, creating additional service capacity for senior team members managing larger accounts, and ensuring a high level of service for an expanding commercial client portfolio. The Account Manager will partner closely with Producers, carriers, and internal service teams to manage day-to-day client needs, support renewals and policy servicing, identify coverage gaps, and contribute to organic growth initiatives.
About Alera Group
Alera Group is an independent, national insurance and financial services firm built on the belief that collaboration creates better outcomes. Founded in 2017, Alera Group has grown to become one of the largest privately held insurance brokerage firms in the United States, offering Property & Casualty, Employee Benefits, Wealth Services, and Retirement Plan solutions.
With a collaborative culture and a commitment to client success, Alera Group empowers its teams to deliver thoughtful service, strategic solutions, and long-term partnership.
Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You’ll Do / Your Impact
Client Service & Account Management
- Serve as a primary day-to-day contact for assigned commercial clients
- Manage policy servicing activities including endorsements, certificates, renewals, policy changes, audits, and coverage questions
- Build strong client relationships through responsive, proactive communication
- Coordinate with carriers, underwriters, and internal teams to ensure timely execution of service requests
- Assist in preparing renewal strategy materials, proposals, and coverage comparisons
- Maintain accurate documentation and account activity within agency management systems
Risk Advisory & Coverage Consultation
- Review client programs for potential coverage gaps or exposures
- Partner with clients to identify additional solutions that strengthen their overall risk management strategy
- Support consultative conversations around complementary coverages such as Cyber, EPLI, Umbrella, and other commercial insurance solutions
- Help ensure clients are maximizing Alera Group’s broader capabilities
Growth & Organic Expansion
- Support regional organic growth initiatives through account expansion opportunities within existing client relationships
- Identify and refer opportunities for additional lines of business where appropriate
- Participate in internal growth programs and performance initiatives tied to account development
- Collaborate with Producers and leadership to support retention and expansion goals
QUALIFICATIONS
What You Bring
Required Qualifications
- 3+ years of Commercial Property & Casualty insurance experience in an account management, client service, or similar client-facing role
- Strong knowledge of commercial insurance coverages, policy servicing workflows, and carrier interactions
- Excellent communication and relationship management skills
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Detail-oriented with strong follow-through and accountability
- Proficiency with agency management systems and Microsoft Office tools
Preferred Qualifications
- Active Property & Casualty insurance license (or ability to obtain within a defined timeframe if applicable)
- Experience supporting middle market or commercial business accounts
- Experience in a brokerage or agency environment
- Exposure to cross-selling, account rounding, or organic growth initiatives
ADDITIONAL INFORMATION
Compensation & Incentives
Base Salary: $55,000 – $80,000 annually (commensurate with experience)
This role may also be eligible to participate in regional incentive programs tied to organic growth initiatives and account expansion opportunities, in addition to standard compensation plans.
Benefits
Alera Group offers a comprehensive benefits package including:
- Medical, dental, and vision coverage
- Life and disability insurance
- 401(k)
- Paid time off
- Professional development resources through Alera Group Academy
- Continuing education support (where applicable)
Why Join Alera Group?
At Alera Group, growth isn’t just about the business—it’s about people.
You’ll join a collaborative team where your expertise is valued, your contributions make an impact, and your career development is supported.
Whether helping clients navigate complex insurance needs or contributing to meaningful growth initiatives, you’ll play an important role in shaping client success.
Equal Opportunity Employer
Alera Group is an equal opportunity employer and considers all applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or other protected characteristics.
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
Hybrid - 3 or more days in office - Office UKG Work location
What You Bring
Required Qualifications
- 3+ years of Commercial Property & Casualty insurance experience in an account management, client service, or similar client-facing role
- Strong knowledge of commercial insurance coverages, policy servicing workflows, and carrier interactions
- Excellent communication and relationship management skills
- Strong organizational skills with the ability to manage multiple priorities and deadlines
- Detail-oriented with strong follow-through and accountability
- Proficiency with agency management systems and Microsoft Office tools
Preferred Qualifications
- Active Property & Casualty insurance license (or ability to obtain within a defined timeframe if applicable)
- Experience supporting middle market or commercial business accounts
- Experience in a brokerage or agency environment
- Exposure to cross-selling, account rounding, or organic growth initiatives
What You’ll Do / Your Impact
Client Service & Account Management
- Serve as a primary day-to-day contact for assigned commercial clients
- Manage policy servicing activities including endorsements, certificates, renewals, policy changes, audits, and coverage questions
- Build strong client relationships through responsive, proactive communication
- Coordinate with carriers, underwriters, and internal teams to ensure timely execution of service requests