Small Business Account Manager – Commercial Insurance

Location: Remote

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

As a Small Business Account Manager, you'll own a dedicated book of commercial insurance clients and serve as their trusted advisor for coverage, renewals, and ongoing service needs. You'll build strong relationships, identify opportunities to strengthen coverage, and deliver the proactive service that keeps clients with Alera for the long term.

This is a great opportunity for a P&C professional who enjoys combining client service, insurance expertise, and relationship management to make a direct impact on client retention and growth.

• Manage a dedicated book of small commercial clients with a focus on retention, service excellence, and account growth.
• Lead the renewal process by evaluating exposures, identifying coverage gaps, and recommending insurance solutions that meet each client's needs.
• Serve as the primary client contact, providing guidance on coverage and proactively addressing questions, service needs, and potential risks.
• Prepare and review proposals, quotes, insurance summaries, and other client-facing materials.
• Coordinate policy changes, certificates, endorsements, billing matters, claims support, and other account service needs.
• Identify cross-sell and referral opportunities and connect clients with additional Alera Group solutions when appropriate.
• Build strong carrier relationships and maintain knowledge of carrier appetites, products, and available market solutions.
• Maintain accurate client and policy information while following established workflows, compliance requirements, and documentation standards.
• Contribute to a 95% client retention goal through proactive communication, strong follow-through, and exceptional service.

Required Qualifications

• High school diploma or equivalent.
• 2+ years of Property & Casualty insurance experience with a carrier, broker, wholesaler, or similar insurance organization.
• Active Property & Casualty Insurance License.
• Strong knowledge of Property & Casualty insurance products and coverages.
• Demonstrated client service and relationship management skills.
• Strong communication, organization, negotiation, and problem-solving skills.
• Proficiency with Microsoft Office and agency management systems.
• Ability to manage multiple priorities while maintaining accuracy and strong follow-through.

Preferred Qualifications

• Bachelor's degree.
• Commercial insurance experience.
• Experience managing or supporting a book of small commercial business.
• Professional insurance designation such as CISR, CIC, CRM, CPCU, or similar.

Compensation

Salary Range: $50,000-$56,000 annually
Bonus/Incentive Eligible:  No

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

Work Arrangement

This position is:

• Remote: This role is primarily remote.

Travel Requirements: No Travel

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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