Note: The job is a remote job and is open to candidates in USA. Alera Group, Inc. is a leading broker in the U.S. business landscape, specializing in Employee Benefits, Property & Casualty Insurance, and more. They are seeking an experienced Account Manager to manage client relationships, support renewal strategies, and ensure high-quality service delivery within a collaborative team environment.
Responsibilities
- Process service requests, including preparing submissions, reviewing quotations, issuing proposals, summaries, certificates, binders, invoices, and premium audits for clients
- Review and verify policy endorsements, newly issued policies, and insurance contracts for accuracy and compliance
- Follow up promptly and professionally with clients, carriers, producers, and team members
- Manage and prioritize workload, coordinate with Account Assistants, and conduct monthly renewal meetings with producers and Account Managers
- Maintain certifications, complete training goals, and stay current on underwriting requirements and carrier authority
- Foster a collaborative, high-performing team environment
- Support hiring, onboarding, and training of new team members
- Coordinate service timelines and ensure deliverables align with client expectations
Skills
- Minimum 2 years of experience in a commercial account management role
- Active Property & Casualty license
- Strong knowledge of commercial lines coverages, carriers, and market dynamics
- Experience managing large, complex accounts and renewal strategies
- Proven ability to lead client meetings and present to senior stakeholders
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Experience with agency management systems
- Experience with AMS Sagitta or similar platforms
- Industry designations (e.g., CPCU, CIC, CRM, or similar)
- Bachelor's degree or equivalent professional experience
- Subject matter expertise in specific industries (e.g., construction, transportation, senior living)
Benefits
- Medical, dental, vision, life and disability coverage
- 401(k)
- Generous PTO
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview