Commercial Lines Account Manager
Job Description
Commercial Lines Account Manager – Property & Casualty
Location: Hybrid
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Commercial Lines 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.
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 Partnership & Risk Strategy
- Serve as the primary service contact for assigned large business commercial accounts
- Work closely with Producers to manage all policy‑related activities for assigned clients
- Participate in client meetings with Producers as needed
- Provide daily client support for policy change requests and coverage questions
Operational Excellence
- Manage renewals, new business marketing, endorsements, audits, and policy changes
- Market renewals and new business accounts and provide quote analysis for Producers
- Review, check, and process policy documents for accuracy
- Update agency management systems to reflect correct coverages and policy details
- Invoice agency‑billed policies and policy changes
- Interact daily with insurance carriers to request endorsements, order policies, and respond to underwriting inquiries
- Review insurance requirements and contracts in support of certificate of insurance requests
- Maintain accurate documentation in the agency management system (AMS360)
Strategic Contribution
- Assist Producers in preparing client proposals for renewals and new business
- Provide guidance to commercial lines assistants supporting assigned accounts
- Support special projects and additional duties as assigned
- Contribute to a collaborative, service‑driven team environment
QUALIFICATIONS
What You Bring
Required
- Active Pennsylvania Property & Casualty license or resident license in another state
- 3+ years of experience in Commercial Lines preferred
- Strong ability to work independently, prioritize workload, and manage multiple deadlines
- Proficiency in AMS360 or similar agency management systems
- Working knowledge of Microsoft Word, Excel, and Outlook
- Familiarity with insurance carrier products, rating systems, and carrier portals
- Strong verbal and written communication skills
Preferred
- Experience servicing large commercial accounts
- Prior experience mentoring or guiding support staff
Core Competencies
- Detail orientation and accuracy
- Accountability and follow‑through
- Client‑first thinking
- Strong organization and time management
- Collaboration and teamwork
- Problem‑solving and sound judgment
ADDITIONAL INFORMATION
Compensation:
Salary range: $75,000 – $100,000 per year
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 (If Applicable)
This position may require:
Active Property & Casualty License
Ability to obtain required licensure within agreed upon timeline after 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.
#LI-AM1
#LI-Hybrid
Location Type
Hybrid - 3 or more days in office - Office UKG Work location
What You Bring
Required
- Active Pennsylvania Property & Casualty license or resident license in another state
- 3+ years of experience in Commercial Lines preferred
- Strong ability to work independently, prioritize workload, and manage multiple deadlines
- Proficiency in AMS360 or similar agency management systems
- Working knowledge of Microsoft Word, Excel, and Outlook
- Familiarity with insurance carrier products, rating systems, and carrier portals
- Strong verbal and written communication skills
Preferred
- Experience servicing large commercial accounts
- Prior experience mentoring or guiding support staff
Core Competencies
- Detail orientation and accuracy
- Accountability and follow‑through
- Client‑first thinking
- Strong organization and time management</