Commercial Lines Account Manager

OVERVIEW

Alera Group is looking for a Account Manager, Select Commercial Accounts to join our team. This role supports Alera Group’s growing Select strategy and is focused on managing a dedicated book of small commercial clients. This position is ideal for a Commercial Lines professional who enjoys client service, high-volume account management, and owning the client experience from start to finish. The Account Manager will support renewals, coverage review, policy changes, service requests, client questions, and carrier coordination, while helping maintain strong retention and service standards.

About Alera Group

Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, delivering customized solutions across Property & Casualty, Employee Benefits, Retirement, and Wealth Management.

Why Alera Group

• Make an Impact: Support small commercial clients through responsive, accurate, and relationship-driven service.
• Growth Opportunities: Be part of Alera Group’s expanding Select strategy with opportunities to continue developing your insurance career.
• Collaborative Culture: Work with a growing national Select team focused on service, accountability, and continuous improvement.
• National Strength, Local Heart: Resources of a national firm with a people-first approach.

RESPONSIBILITIES

Client Service & Account Management

• Manage and service a dedicated book of small commercial clients with a focus on retention, account performance, and client satisfaction.
• Serve as the main point of contact for clients, providing timely, accurate, and professional responses to questions and service needs.
• Lead the renewal process by reviewing exposures, identifying coverage gaps, and recommending appropriate insurance solutions.
• Prepare, present, and review proposals, insurance summaries, quotes, schedules, and related client materials.
• Educate clients on coverage, resolve issues, and proactively anticipate service needs.
• Support policy changes, endorsements, certificates of insurance, auto ID cards, billing issues, renewals, and other ongoing service requests.
• Serve as a client advocate during the claims process, coordinating with carriers and internal partners as needed.
• Identify referral, up-sell, and cross-sell opportunities and connect clients with additional Alera Group resources when appropriate.

Operational & Team Support

• Maintain accurate client and policy information in the agency management system.
• Follow defined service workflows and internal procedures to support accuracy, efficiency, compliance, and overall productivity.
• Manage competing priorities in a fast-paced, high-volume environment while maintaining strong attention to detail.
• Monitor personal work quality to avoid errors and omissions.
• Follow through on client commitments despite obstacles, competing deadlines, or time pressures.
• Collaborate with carriers, service teams, and internal partners to support a smooth client experience.
• Maintain an understanding of carrier appetites and use carrier tools and websites effectively for quoting and servicing.

QUALIFICATIONS

Required

• High school diploma required; bachelor’s degree preferred.
• Minimum of 2 years of related Property & Casualty insurance experience with a carrier, broker, agency, or wholesaler.
• Commercial Lines insurance experience strongly preferred.
• Property & Casualty license preferred; active license strongly desired.
• Strong client service, relationship management, and communication skills.
• Ability to manage a high-volume book of business with urgency, accuracy, and professionalism.
• Strong organization, follow-through, and time management skills.
• Ability to work independently and make sound service recommendations with limited producer involvement.
• Proficiency with Microsoft Office Suite and agency management systems.

Preferred

• Experience supporting small commercial or Select/small business accounts.
• Strong technical knowledge of commercial Property & Casualty products.
• Experience with renewals, endorsements, certificates, billing, claims coordination, and client service workflows.
• Professional designations or certifications.

ADDITIONAL INFORMATION

Compensation

$60,000 – $80,000 annually, based on experience.

Benefits

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model

Hybrid role based in Montpelier, VT, open to Remote candidates with with prior remote experience and at least 3 years of Commercial Lines AM experience.

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities 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, continuing education support, and peer learning communities.

Licensure & Certifications

A Property & Casualty license is preferred for this role. Candidates with strong Commercial Lines experience who are not currently licensed may be considered, with the expectation of obtaining licensure as needed.

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