OVERVIEWCommercial Account Manager - Property & CasualtyLocation: HybridAt Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a
Commercial Account Manager who will support risk strategy, client service excellence, and operational accuracy.
RESPONSIBILITIESWhat You'll Do / Your ImpactClient & Relationship Partnership- Support commercial Property & Casualty clients by delivering responsive, professional, and service-focused account management
- Collaborate with the Commercial Sales team and internal partners to ensure seamless execution of client servicing activities
- Build and maintain long-term client relationships through proactive communication and consistent follow-through
- Contribute to client retention and satisfaction by addressing client needs and concerns promptly
Operational & Strategic Execution- Manage key commercial lines processes including new business placement, renewals, endorsements, cancellations, audits, billing/financing, and payments
- Coordinate issuance of certificates of insurance, evidence of property insurance, schedules of insurance, and auto ID cards
- Ensure accuracy, compliance, and alignment with agency procedures, insurance laws, and best practices
- Escalate complex client concerns or service issues to leadership as appropriate and document resolution actions
- Leverage systems and tools such as Applied Epic and Microsoft Office to manage workflows, documentation, and reporting
Growth & Innovation- Identify opportunities to improve service delivery, workflow efficiency, and client experience
- Support renewal and account management initiatives that contribute to retention and revenue stability
- Collaborate with internal teams to strengthen processes and enhance service outcomes
QUALIFICATIONSWhat You BringRequired- High school diploma or GED
- 5+ years of industry-related experience in commercial insurance
- Active Property & Casualty insurance license
- Experience in client service, insurance operations, or account management
- Strong communication and relationship management skills
- Ability to manage multiple priorities in a dynamic, client-focused environment
Preferred- Commercial Lines account management experience
- Experience with Applied Epic agency management system
- Working knowledge of insurance laws and regulations
- Strong analytical and problem-solving capability
Core Competencies- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
ADDITIONAL INFORMATIONCompensation:Salary range: $85,000-100,000
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
HybridProfessional Development - Alera Group AcademyAt 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 the agreed upon timeline after hire
- Ongoing continuing education to maintain active status
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Location TypeHybrid - 3 or more days in office - Office UKG Work location
