Commercial Lines Account Manager

Alera Group

$100K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of Commercial Lines insurance experience servicing middle market and/or complex commercial accounts
  • Strong communication, organizational, and relationship-building skills
  • Ability to manage multiple priorities while delivering exceptional client service
  • Proficiency with Microsoft Office and agency management systems
  • Experience preparing applications, proposals, renewal submissions, and insurance documentation
  • Knowledge of commercial coverages, underwriting processes, and carrier requirements

Responsibilities

  • Build and maintain trusted client relationships by delivering responsive, proactive service and support
  • Partner with producers, carriers, and internal teams to market new and renewal business and deliver tailored insurance solutions
  • Manage renewals, policy changes, certificates, binders, ID cards, and other client service requests with accuracy and timeliness
  • Review quotes, policies, and coverage documents to ensure accuracy in rating, limits, endorsements, and policy details
  • Maintain organized client records, documentation, and follow-up activities within agency management systems and workflows
  • Support billing and premium-bearing transactions while ensuring compliance with agency procedures and E&O guidelines
  • Monitor outstanding items, renewals, and service requests to ensure timely completion and exceptional client experiences
  • Stay current on coverage changes, carrier offerings, and industry trends through ongoing professional development and training

Benefits

  • Medical, dental, and vision insurance
  • Life and disability coverage
  • 401(k) with employer match
  • Generous paid time off, including vacation, holidays, and sick time
  • Professional development and continuing education opportunities
  • Career growth within Alera Group
  • Collaborative team environment focused on delivering exceptional client experiences
Full Job Description
Commercial Lines Account Manager

The Opportunity

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As a Commercial Lines Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

RESPONSIBILITIES

  • Build and maintain trusted client relationships by delivering responsive, proactive service and support
  • Partner with producers, carriers, and internal teams to market new and renewal business and deliver tailored insurance solutions
  • Manage renewals, policy changes, certificates, binders, ID cards, and other client service requests with accuracy and timeliness
  • Review quotes, policies, and coverage documents to ensure accuracy in rating, limits, endorsements, and policy details
  • Maintain organized client records, documentation, and follow-up activities within agency management systems and workflows
  • Support billing and premium-bearing transactions while ensuring compliance with agency procedures and E&O guidelines
  • Monitor outstanding items, renewals, and service requests to ensure timely completion and exceptional client experiences
  • Stay current on coverage changes, carrier offerings, and industry trends through ongoing professional development and training


QUALIFICATIONS

Required Qualifications
  • 7+ years of Commercial Lines insurance experience servicing middle market and/or complex commercial accounts
  • Strong communication, organizational, and relationship-building skills
  • Ability to manage multiple priorities while delivering exceptional client service
  • Proficiency with Microsoft Office and agency management systems
  • Experience preparing applications, proposals, renewal submissions, and insurance documentation
  • Knowledge of commercial coverages, underwriting processes, and carrier requirements

Licensure
  • Active Property & Casualty Insurance License OR
  • Ability to obtain and maintain a Property & Casualty Insurance License within 6 months of hire

Preferred Qualifications
  • Experience working in an independent insurance agency or brokerage
  • Experience supporting Agriculture, Ag-related, Construction, Manufacturing, or Distribution accounts
  • Experience with Applied Epic or other Agency Management Systems
  • Professional designations such as CISR, CIC, CRM, CPCU, ARM, or similar

Compensation
  • Salary Range: $100,000-110,000 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:
  • Medical, dental, and vision insurance
  • Life and disability coverage
  • 401(k) with employer match
  • Generous paid time off, including vacation, holidays, and sick time
  • Professional development and continuing education opportunities
  • Career growth within Alera Group
  • Collaborative team environment focused on delivering exceptional client experiences


ADDITIONAL INFORMATION

Work Arrangement

This position is Hybrid
  • Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

#LI-SE1

#LI-Hybrid

Location Type

Hybrid - 2 or less days in office

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