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Alera Group

Provides employee benefits, risk, wealth management

Commercial Lines Account Manager - Property & Casualty

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • An active Property & Casualty Insurance license is required.
  • Two to three years of commercial lines account management experience is required.
  • A strong understanding of commercial insurance underwriting and coverages is required.
  • Proficiency with Microsoft Office and agency management systems is required.
  • Strong verbal and written communication skills are required.
  • The ability to manage multiple priorities in a fast-paced environment is required.

Responsibilities

  • Coordinate expirations with producers to obtain renewal and new-business information.
  • Manage day-to-day client communications, ensuring timely responses and effective resolution of service issues.
  • Review policies and endorsements for accuracy in rating, coverage, and compliance.
  • Market new and renewal business by requesting carrier proposals, reviewing specifications, and evaluating coverage options.
  • Prepare proposals and presentation materials while negotiating pricing and coverage terms with carriers.
  • Manage the renewal process, including strategy development, marketing, proposal preparation, and client presentations.
  • Provide ongoing client service, including claims assistance, policy changes, certificates, auto ID cards, and other documentation.
  • Maintain accurate account records, document client interactions, manage follow-up activities, and follow agency errors and omissions guidelines.

Desired Qualifications

  • Experience negotiating with carriers and advocating for clients.
  • Strong organizational and time-management skills.
  • Experience with AMS360, Applied Epic, or a similar agency management system.
  • A professional designation such as CIC or CISR.

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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