OVERVIEWCommercial Lines Account ManagerOverviewAt Alera Group, our Property & Casualty teams partner with businesses to protect what they've built and plan confidently for what's next. We're looking for a Commercial Lines Account Manager who thrives at the intersection of client advocacy, market strategy, and operational excellence.This role plays a key part in supporting Producers and clients-leading renewals, marketing accounts, managing service workflows, and helping drive retention and growth across a commercial book of business.
RESPONSIBILITIESWhat You'll DoClient Service & Relationship Management- Provide day-to-day service to commercial clients, anticipating needs and responding promptly to inquiries from clients and Producers
- Lead renewal strategy discussions and ensure seamless execution of service deliverables
- Assist clients with claim reporting and ongoing coverage questions
Marketing, Quoting & Risk Strategy- Market, quote, and prepare proposals for new business and renewal opportunities
- Analyze risk exposures and structure coverage solutions aligned with business insurance best practices
- Negotiate with carrier partners to secure competitive terms and appropriate coverage
Policy Administration & Operational Excellence- Process renewals, endorsements, bind coverage, invoice, collect premiums, and maintain complete and accurate account documentation
- Maintain policy data within Applied EPIC, Indio, and other agency management systems
- Ensure compliance with internal workflows, service standards, and regulatory requirements
Retention & Growth- Actively support account retention strategies across your assigned book
- Identify and place additional lines of coverage through consultative client conversations
- Contribute to sales and growth initiatives alongside Producers
Team Leadership & Collaboration- Direct and support assigned Assistant Account Managers, coordinating workflow and delegating tasks
- Stay informed on industry trends, legislation, coverage developments, and emerging technology
QUALIFICATIONSWhat You Bring- Minimum 5 years of commercial lines insurance experience
- Active California Property & Casualty Insurance License
- Strong knowledge of state and federal regulations impacting commercial insurance
- Proven experience marketing accounts and negotiating with carriers
- Proficiency in Microsoft Office and agency management systems (Applied EPIC, Indio; Salesforce, Zoho, PATA, Resource Pro a plus)
- Strong analytical, numeric, and strategic planning skills
- Ability to explain complex insurance transactions in clear, client-friendly language
- Experience managing deadlines and priorities in a fast-paced environment
Preferred- Professional designations (e.g., CPCU, CIC, or similar)
- Experience supporting Producers in new business strategy and account development
ADDITIONAL INFORMATIONBase salary range is $100,000 to $117,500 per year.
This position is eligible for an annual performance-based bonus.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
This is a Hybrid position based in Oxnard, CA.
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Location TypeHybrid - 2 or less days in office
