Note: The job is a remote job and is open to candidates in USA. Alera Group is an independent insurance and financial services firm serving clients across Property & Casualty Insurance and other financial service areas. The Account Manager will support commercial clients, manage renewals and policy activities, develop coverage recommendations, negotiate with carriers, and strengthen client relationships through consultative service.
Responsibilities
- Provide day-to-day service and support to commercial clients while responding 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
Skills
- Minimum 5 years of commercial lines insurance experience
- Active California Property & Casualty Insurance License
- Strong knowledge of commercial insurance coverages and underwriting concepts
- Understanding of state and federal regulations impacting 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
- 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
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
- Remote to CA Residents
Company Overview