Commercial Lines Account Manager

Alera Group

$75K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Active Pennsylvania Property & Casualty license or resident license in another state
  • 3+ years of experience in Commercial Lines preferred
  • Strong ability to work independently and manage multiple deadlines
  • Proficiency in AMS360 or similar agency management systems
  • Familiarity with Microsoft Word, Excel, and Outlook
  • Understanding of insurance carrier products and rating systems

Responsibilities

  • Serve as the primary service contact for assigned large business commercial accounts
  • Manage renewals, new business marketing, endorsements, and audits
  • Provide daily client support for policy change requests and coverage questions
  • Interact with insurance carriers to request endorsements and respond to inquiries
  • Assist Producers in preparing client proposals for renewals and new business
  • Maintain accurate documentation in the agency management system (AMS360)

Benefits

  • Medical, dental, and vision coverage
  • Life and disability insurance
  • 401(k) plan
  • Generous paid time off (PTO)
  • Structured professional development opportunities through Alera Group Academy
Full Job Description
OVERVIEW

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.

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





Location Type

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

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