Account Manager

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.

• 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

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

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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