Note: The job is a remote job and is open to candidates in USA. Alera Group is an independent insurance and financial services firm providing solutions across Property & Casualty Insurance, Employee Benefits, Retirement Plan Services, Wealth Services, and Human Capital Solutions. The Small Business Account Manager will manage a book of commercial insurance clients, lead renewals, provide proactive client service, coordinate policy and account needs, and support retention and growth.
Responsibilities
- Manage a dedicated book of small commercial clients with a focus on retention, service excellence, and account growth
- Lead the renewal process by evaluating exposures, identifying coverage gaps, and recommending insurance solutions that meet each client's needs
- Serve as the primary client contact, providing guidance on coverage and proactively addressing questions, service needs, and potential risks
- Prepare and review proposals, quotes, insurance summaries, and other client-facing materials
- Coordinate policy changes, certificates, endorsements, billing matters, claims support, and other account service needs
- Identify cross-sell and referral opportunities and connect clients with additional Alera Group solutions when appropriate
- Build strong carrier relationships and maintain knowledge of carrier appetites, products, and available market solutions
- Maintain accurate client and policy information while following established workflows, compliance requirements, and documentation standards
- Contribute to a 95% client retention goal through proactive communication, strong follow-through, and exceptional service
Skills
- High school diploma or equivalent
- 2+ years of Property & Casualty insurance experience with a carrier, broker, wholesaler, or similar insurance organization
- Active Property & Casualty Insurance License
- Strong knowledge of Property & Casualty insurance products and coverages
- Demonstrated client service and relationship management skills
- Strong communication, organization, negotiation, and problem-solving skills
- Proficiency with Microsoft Office and agency management systems
- Ability to manage multiple priorities while maintaining accuracy and strong follow-through
- Bachelor's degree
- Commercial insurance experience
- Experience managing or supporting a book of small commercial business
- Professional insurance designation such as CISR, CIC, CRM, CPCU, or similar
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
- Remote: This role is primarily remote.
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