Account Director

Alera Group

$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Active Property & Casualty License
  • Minimum of 7 years in a client-facing commercial insurance role
  • Proven track record in building client relationships and driving revenue growth
  • Strong knowledge of commercial insurance products and industry trends
  • Excellent communication, presentation, and negotiation skills
  • Ability to collaborate effectively with internal teams and clients
  • Strong organizational and time management skills
  • High level of attention to detail and accountability

Responsibilities

  • Serve as primary relationship manager for key commercial insurance clients
  • Build trusted partnerships by understanding client objectives and risk exposures
  • Conduct regular client meetings to review performance and identify opportunities
  • Collaborate with sales leadership to anticipate client needs and recommend solutions
  • Provide informed guidance on industry trends and emerging risks
  • Develop strategic account plans focused on retention and revenue growth
  • Lead proposal development for new clients, leveraging industry expertise

Benefits

  • Comprehensive medical, dental, vision, life and disability coverage
  • 401(k) plan
  • Generous paid time off (PTO)
  • Professional development through Alera Group Academy with structured learning paths
  • Access to leadership development programs and technical training
  • Support for industry certifications and continuing education
Full Job Description
OVERVIEW

Account Director - Property & Casualty
Location: Hybrid - Grand Rapids, MI

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 Director who will support risk strategy, client service excellence, and operational accuracy.

This role plays a pivotal role in overseeing the management of key clients and executing strategic initiatives to ensure client satisfaction, retention and revenue growth.

RESPONSIBILITIES

What You'll Do / Your Impact

Client Partnership & Risk Strategy
  • Serve as the primary relationship manager for a portfolio of key commercial insurance clients
  • Build trusted partnerships by understanding client business objectives, risk exposures, and long-term goals
  • Conduct regular client meetings to review performance, address concerns, and identify opportunities for value-added solutions
  • Collaborate with senior sales leadership to anticipate client needs and recommend strategic insurance solutions
  • Provide informed guidance on industry trends, regulatory developments, and emerging risks
  • Participate in carrier engagements to strengthen relationships and expand product expertise

Operational Excellence
  • Partner with account management teams to ensure seamless execution of client strategies and service plans
  • Maintain alignment between strategic account objectives and ongoing service delivery throughout the client lifecycle
  • Ensure compliance with applicable insurance regulations, company policies, and industry standards
  • Support a positive and collaborative work environment built on trust, communication, and teamwork
  • Perform additional projects and responsibilities as needed

Strategic Contribution
  • Develop and execute strategic account plans focused on retention, cross-selling opportunities, and revenue growth
  • Partner with senior sales leadership to support new business development initiatives
  • Lead proposal development for prospective clients, leveraging industry expertise and solution knowledge
  • Identify opportunities to strengthen client relationships and expand service offerings
  • Champion Alera Group's culture and values through leadership and example


QUALIFICATIONS

What You Bring

Required
  • Active Property & Casualty License
  • Minimum of 7 years of experience in a client-facing commercial insurance role
  • Proven success building and maintaining client relationships while driving revenue growth
  • Strong knowledge of commercial insurance products, coverages, and industry trends
  • Excellent communication, presentation, and negotiation skills
  • Ability to collaborate effectively with internal teams, carrier partners, and clients
  • Strong organizational and time management skills
  • High level of attention to detail and accountability

Preferred
  • Experience developing and executing strategic account plans for complex commercial insurance clients
  • Demonstrated success supporting new business acquisition efforts and proposal development
  • Experience collaborating with senior sales leadership and cross-functional teams
  • Advanced understanding of risk management strategies and client retention practices

Core Competencies
  • Relationship Building
  • Strategic Thinking
  • Client-First Mindset
  • Communication and Influence
  • Business Development Acumen
  • Accountability and Ownership
  • Collaboration and Teamwork
  • Attention to Detail


ADDITIONAL INFORMATION

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 - Grand Rapids, MI

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 requires:
  • Active Property & Casualty License
  • Ongoing continuing education to maintain active status




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Location Type

Hybrid - 3 or more days in office - Office UKG Work location

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