A

Alera Group

Provides employee benefits, risk, wealth management

Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRemote in USA$90k - $117.5k /yr

About the Job

Requirements

  • At least 5 years of commercial lines insurance experience.
  • An active California Property & Casualty Insurance License.
  • Strong knowledge of commercial insurance coverages and underwriting concepts.
  • Understanding of state and federal regulations affecting 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.

Responsibilities

  • Provide day-to-day service and support to commercial clients and respond 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.

Desired 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.

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

Recently Posted Jobs

Explore more opportunities at Alera Group

See more jobs