OVERVIEWSenior Account Manager - Property & CasualtyAt Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a
Senior Account Manager who will support client service excellence and operational accuracy.
RESPONSIBILITIESClient & Relationship Partnership- Foster a collaborative, high-performing team environment through leadership, mentorship, and knowledge sharing
- Support the development and training of team members to strengthen technical expertise and service excellence
- Help maintain strong client relationships by ensuring consistent delivery of service standards and operational best practices
- Partner with Producers, Account Executives, carrier partners, and internal stakeholders to meet client needs and achieve business objectives
- Contribute to staffing, onboarding, and team development initiatives, as applicable
- Support effective team operations through oversight of administrative processes, approvals, and workflow coordination
Operational & Strategic Execution- Serve as a primary client service resource, managing day-to-day account activity for assigned commercial lines clients
- Support renewal and new business processes, including gathering underwriting information, preparing submissions, and coordinating with carrier partners
- Review carrier quotes and assist in the preparation of client proposals, coverage comparisons, and renewal presentations
- Manage endorsements, certificates of insurance, policy issuance reviews, premium audits, binders, and related servicing activities
- Conduct contract reviews to evaluate insurance requirements and support compliance needs
- Ensure accuracy, regulatory compliance, and adherence to underwriting guidelines and internal quality standards
- Maintain complete and accurate client records, documentation, and correspondence within agency management systems and client service platforms
- Prioritize workload effectively to ensure timely delivery of client and carrier commitments
Growth & Innovation- Identify opportunities to enhance client service, improve operational efficiency, and strengthen team performance
- Utilize agency technology platforms and digital workflows to optimize account management processes
- Analyze coverage, loss information, and policy data to support informed client recommendations and renewal strategies
- Stay current on carrier products, market trends, and industry developments to better support client needs
- Support the implementation of process improvements and best practices that enhance consistency and service delivery
- Contribute to the growth and retention of client relationships through proactive service and solution-focused problem solving
QUALIFICATIONSWhat You Bring- Strong oral and written communication skills
- Demonstrates professionalism and responsiveness in communication with clients, carriers, producers, and peers.
- Solution-oriented service delivery mindset
- Demonstrated proficiency in MS Office: Word, Excel, Outlook
- Agency Management System Experience. AMS Sagitta and ImageRight preferred.
- Strong technical coverage knowledge of commercial lines
- Broad industry knowledge and experience
- Strong/consistent work ethic - timely follow-up, collaborative, proactive, detail-oriented, and dependable
- Ability to work independently and manage time effectively.
- Strong proponent of change that will enhance workflows and CL organization.
Preferred - 5+ years industry experience including at least 3 years at the Account Manager level.
- Applicable state P&C Agents License
- Industry related certifications expected.
- College degree preferred, or equivalent experience.
Core Competencies- Detail orientation
- Accountability and follow-through
- Collaborative mindset
- Client-first thinking
ADDITIONAL INFORMATIONCompensationBenefits: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 & CertificationsThis position requires:
- Active Property & Casualty License
- Ongoing continuing education to maintain active status
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Location TypeHybrid - 2 or less days in office
