Senior Account Manager

OVERVIEW

S enior Account Manager – Property & Casualty At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a S enior Account Manager who will support client service excellence and operational accuracy. About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.

S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way RESPONSIBILITIES Client & 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 QUALIFICATIONS What 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 Image. Right 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 INFORMATION Compensation Hourly Range: $43-$50 Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid Professional Development – Alera Group Academy At 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 & Certifications This position requires: Active Property & Casualty License Ongoing continuing education to maintain active status 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. #LI-SE1 #LI-Hybrid Location Type Hybrid - 2 or less days in office Client & 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 What 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 Image. Right 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