Account Manager

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

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 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

Provide day-to-day service and support to commercial clients while responding promptly to inquiries
Lead renewal strategy discussions and coordinate execution of service deliverables
Assist clients with claim reporting, coverage questions, and policy-related requests
Market, quote, and prepare proposals for new business and renewal opportunities
Analyze risk exposures and develop coverage recommendations aligned with client needs
Negotiate with carrier partners to secure competitive terms and appropriate coverage solutions
Process renewals, endorsements, policy changes, invoicing, and premium collection activities
Support account retention and growth through consultative client relationship management

QUALIFICATIONS

Required Qualifications

Minimum 5 years of commercial lines insurance experience
Active California Property & Casualty Insurance License
Strong knowledge of commercial insurance coverages and underwriting concepts
Understanding of state and federal regulations impacting commercial insurance
Experience marketing accounts and negotiating with insurance carriers
Proficiency with Microsoft Office applications and agency management systems
Strong analytical, problem-solving, and strategic planning skills
Ability to manage multiple deadlines and priorities in a fast-paced environment

Preferred Qualifications

Professional designations such as CPCU, CIC, or similar credentials
Experience supporting Producers in new business strategy and account development
Experience using Applied EPIC, Indio, Salesforce, Zoho, PATA, Resource Pro, or similar platforms
Demonstrated ability to build and maintain strong client relationships
Strong presentation and communication skills
Experience leading renewal strategies and client service initiatives
Ability to explain complex insurance concepts in a clear, client-focused manner
Commitment to continuous professional growth and industry education

Compensation

Salary Range: $90,000–$117,500 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Remote to CA Residents

Remote: This role is primarily remote.

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

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

Remote