Alera Group

Provides employee benefits, risk, wealth management

Senior Account Manager

Insurance Sales & AgencyPosted on Nov 10

Full-timeKnoxville, TN, USA$43 - $52 /hr

About the Job

Requirements

An active Property & Casualty Insurance License is required.
At least 5 years of insurance industry experience, including at least 3 years in an Account Manager role, is required.
Strong technical knowledge of commercial lines coverages, underwriting requirements, and carrier markets is required.
Strong verbal and written communication skills are required.
Strong organizational, analytical, and problem-solving abilities are required.
Ability to manage multiple priorities while maintaining attention to detail and service standards is required.
Proficiency with Microsoft Office applications, including Word, Excel, and Outlook, is required.
Ability to work independently and manage competing deadlines and priorities is required.

Responsibilities

Serve as the primary client service contact for a large and complex commercial lines book of business, ensuring service quality and long-term client retention.
Lead renewal strategy discussions, coordinate submissions, and collaborate with producers and carrier partners to secure competitive coverage solutions.
Review and analyze carrier quotations, prepare proposals, and develop coverage recommendations aligned with client needs and objectives.
Manage policy servicing activities, including endorsements, certificates, binders, premium audits, contract reviews, premium financing, and policy issuance reviews.
Conduct loss analysis, loss ratio reviews, and trend evaluations to support informed client discussions and risk management strategies.
Build and maintain relationships with clients, carriers, producers, and internal stakeholders while serving as an insurance resource.
Mentor and coach team members, support training and development initiatives, and contribute to a collaborative team environment.
Identify opportunities for account rounding, cross-selling, process improvement, and operational excellence while maintaining compliance with agency procedures and carrier requirements.

Desired Qualifications

A college degree or equivalent combination of education and experience is preferred.
Professional insurance designations such as CIC, CPCU, CRM, or similar credentials are preferred.
Experience with AMS Sagitta, ImageRight, or comparable agency management systems is preferred.
Experience managing large or complex commercial accounts is preferred.
Demonstrated success mentoring and developing team members is preferred.
Experience analyzing loss data and developing strategic client recommendations is preferred.

OVERVIEW

Senior 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 Senior 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

Serve as the primary client service contact for a large and complex commercial lines book of business, ensuring exceptional service and long-term client retention
Lead renewal strategy discussions, coordinate submissions, and collaborate with producers and carrier partners to secure competitive coverage solutions
Review and analyze carrier quotations, prepare proposals, and develop coverage recommendations aligned with client needs and objectives
Manage policy servicing activities including endorsements, certificates, binders, premium audits, contract reviews, premium financing, and policy issuance reviews
Conduct loss analysis, loss ratio reviews, and trend evaluations to support informed client discussions and risk management strategies
Build and maintain strong relationships with clients, carriers, producers, and internal stakeholders while serving as a trusted insurance resource
Mentor and coach team members, support training and development initiatives, and contribute to a collaborative, high-performing team environment
Identify opportunities for account rounding, cross-selling, process improvement, and operational excellence while maintaining compliance with agency procedures and carrier requirements

QUALIFICATIONS

Required Qualifications

Active Property & Casualty Insurance License
Minimum of 5 years of insurance industry experience, including at least 3 years in an Account Manager role
Strong technical knowledge of commercial lines coverages, underwriting requirements, and carrier markets
Excellent verbal and written communication skills
Strong organizational, analytical, and problem-solving abilities
Ability to manage multiple priorities while maintaining exceptional attention to detail and service standards
Proficiency with Microsoft Office applications, including Word, Excel, and Outlook
Ability to work independently and effectively manage competing deadlines and priorities

Preferred Qualifications

College degree or equivalent combination of education and experience
Professional insurance designations such as CIC, CPCU, CRM, or similar credentials
Experience with AMS Sagitta, ImageRight, or comparable agency management systems
Experience managing large or complex commercial accounts
Demonstrated success mentoring and developing team members
Experience analyzing loss data and developing strategic client recommendations

Compensation

Hourly Range: $43.00–$52.00hourly

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 Hybrid

Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

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

Hybrid - 3 or more days in office - Office UKG Work location

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size: 1,001-5,000
Company stage: Debt Financing
Total funding: $4.3B
Headquarters: Deerfield, IL
Founded: 2017

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