A

Alera Group

Provides employee benefits, risk, wealth management

Commercial Lines Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRaleigh, NC, USA

About the Job

Requirements

  • At least 2 years of Property & Casualty insurance experience.
  • An active Property & Casualty license.
  • Strong knowledge of commercial lines insurance coverages and servicing processes.
  • Experience with agency management systems, preferably Applied Epic.
  • Proficiency with Microsoft Office applications.
  • Ability to prioritize multiple responsibilities and work independently.

Responsibilities

  • Manage commercial lines accounts and serve as a trusted resource for clients, producers, carriers, and internal teams.
  • Coordinate renewals from start to finish, including applications, marketing submissions, quote analysis, proposals, binding, and policy issuance.
  • Review and process endorsements, certificates of insurance, audits, policy changes, and coverage requests.
  • Prepare professional client proposals, premium comparisons, allocations, and renewal presentations.
  • Support contract reviews, insurance requirement reviews, and complex certificate compliance requests.
  • Resolve billing and invoicing issues, including installment plans, premium financing, audits, and collections support.
  • Maintain accurate client records and documentation within Applied Epic and other agency systems.
  • Develop strong carrier relationships and stay informed on market conditions, underwriting appetite, and industry trends.

Desired Qualifications

  • Independent agency or brokerage experience.
  • Experience with Indio and carrier portal systems.
  • Knowledge of policy marketing, renewals, audits, certificates, and contract review.
  • Insurance designations such as CISR, CIC, CRM, CPCU, ARM, or similar.
  • A college degree or equivalent professional experience.

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