Job Description
OVERVIEW
Account Manager – Property & Casualty
Location: Remote
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an 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 client servicing, claims support, sales growth, etc. and collaborate with producers, account managers, carriers, clients, internal operations teams.
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 an assigned book of commercial insurance clients
- Meet with Producers and clients to establish renewal expectations and timelines
- Participate in pre‑renewal and renewal strategy meetings
- Maintain strong, professional relationships with clients, carriers, Producers, and internal partners
Operational Excellence
- Complete renewal applications and submit thorough marketing submissions to carriers
- Review and analyze carrier quotations and negotiate coverage terms and pricing as appropriate
- Prepare professional proposals, summaries, and coverage comparisons for client presentations
- Review endorsements and newly issued policies for accuracy prior to delivery
- Process complex premium audits and assist clients with audit disputes
- Prepare certificates of insurance, binders, and invoices in a timely manner
- Perform contract reviews related to insurance requirements and resolve compliance issues
- Secure premium financing when needed
- Maintain organized client records and manage workload using agency systems and procedures
- Follow up promptly on open items and service requests
Strategic Contribution
- Maintain current knowledge of carrier underwriting requirements and authority levels
- Assist with mentoring and training Account Assistants as needed
- Support additional projects and responsibilities as assigned by leadership
- Maintain required licenses, certifications, and training goals
QUALIFICATIONS
What You Bring
Required
- 3+ years of insurance experience
- 1+ year of experience in an Account Manager role preferred
- Active Property & Casualty insurance license
- Strong technical knowledge of commercial lines coverages
- Ability to analyze coverage, negotiate terms, and communicate recommendations clearly
- Strong verbal and written communication skills
- Proficiency in Microsoft Word, Excel, and Outlook
- Experience working in an agency management system
Preferred
- Experience with AMS Sagitta, ImageRight, and Indio
- Industry‑related certifications
- College degree or equivalent professional experience
Core Competencies
- Detail orientation and accuracy
- Accountability and follow‑through
- Client‑first mindset
- Strong organization and time management
- Collaborative, team‑oriented approach
- Proactive problem‑solving
ADDITIONAL INFORMATION
Compensation:
Hourly range: $30 – $40 per hour
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 Remote
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
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
Remote
What You Bring
Required
- 3+ years of insurance experience
- 1+ year of experience in an Account Manager role preferred
- Active Property & Casualty insurance license
- Strong technical knowledge of commercial lines coverages
- Ability to analyze coverage, negotiate terms, and communicate recommendations clearly
- Strong verbal and written communication skills
- Proficiency in Microsoft Word, Excel, and Outlook
- Experience working in an agency management system
Preferred
- Experience with AMS Sagitta, ImageRight, and Indio
- Industry‑related certifications