Assistant Account Manager
Job Description
OVERVIEW
Assistant Account Manager–Property & Casualty
Location: Hybrid- 2 days or less in office: Deerfield, IL
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an Assistant Account Manager who will support risk strategy, client service excellence, and operational accuracy.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
This role will focus on providing superior customer service by anticipating client needs and collaborating on client, producer, and account manager questions and issues.
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
- Deliver exceptional day-to-day client service by proactively addressing client, producer, and account manager needs in a timely manner.
- Support the renewal process by gathering client information, coordinating carrier requirements, preparing exposure workbooks, and assisting with renewal presentations.
- Process policy changes, renewals, premium audits, cancellations, reinstatements, bonds, and related billing activities with accuracy and attention to detail.
- Prepare certificates of insurance, ID cards, binders, and evidence of property documentation while ensuring compliance and service excellence.
- Maintain accurate policy and client records within AMS360 and Worksmart while building strong relationships with clients, carriers, and internal teams.
QUALIFICATIONS
What You Bring
Required
3+ years in commercial lines agency experience in a highly automated, risk management focused environment
Knowledge of property & casualty coverage lines
Strong client communication skills
Preferred
Experience with AMS systems
Core Competencies
Risk awareness
Detail orientation
Client advocacy
Collaborative execution
ADDITIONAL INFORMATION
Compensation:
Salary range: $65,0000 – $78,000 per year DOE
Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:
This role is Hybrid
Professional Development – Alera Group Academy
At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You’ll have access to:
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge-sharing communities
Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Licensure & Certifications
This position may require:
Active Property & Casualty License or
Ability to obtain required licensure within 60 days of hire
Ongoing continuing education to maintain active status
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
Hybrid - 2 or less days in office
What You Bring
Required
3+ years in commercial lines agency experience in a highly automated, risk management focused environment
Knowledge of property & casualty coverage lines
Strong client communication skills
Preferred
Experience with AMS systems
Core Competencies
Risk awareness
Detail orientation
Client advocacy
Collaborative execution
What You’ll Do / Your Impact
- Deliver exceptional day-to-day client service by proactively addressing client, producer, and account manager needs in a timely manner.
- Support the renewal process by gathering client information, coordinating carrier requirements, preparing exposure workbooks, and assisting with renewal presentations.
- Process policy changes, renewals, premium audits, cancellations, reinstatements, bonds, and related billing activities with accuracy and attention to detail.
- Prepare certificates of insurance, ID cards, binders, and evidence of property documentation while ensuring compliance and service excellence.
- Maintain accurate policy and client records within AMS360 and Worksmart while building strong relationships with clients, carriers, and internal teams.