Alera Group, Inc. · 5 hours ago
Senior Account Manager
Walnut Creek, CA
Full-time
Hybrid
Senior Level
$125K/yr - $175K/yr
7+ years expAlera Group, Inc. is a rapidly growing company in the insurance brokerage sector, seeking a Senior Commercial Lines Account Manager. The role involves managing a diverse book of commercial accounts, building strong client relationships, and providing technical advice and support to ensure client satisfaction and retention.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Manage a diverse book of medium-to-large commercial accounts, with a primary focus on real estate, handling 10-20 accounts averaging $25,000 in revenue, and growing accounts to $1MM+
Build and maintain strong client relationships based on trust, expertise, and superior customer service to ensure high business retention
Collaborate with producers on new and renewal business, providing technical advice, handling coverage issues, and conducting exposure analysis
Demonstrate a deep understanding of policies, coverages, forms, accounting methods, ratings, and claims procedures to effectively support client needs
Utilize the Applied (EPIC) agency system for efficient account management and maintain proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
Communicate effectively with underwriters and insureds, leveraging strong written and verbal skills to negotiate and resolve issues
Stay current with industry trends, maintain a California insurance license, and pursue professional designations
Qualification
Required
Minimum of 7+ years of experience in commercial lines account management
Strong knowledge of policies, coverages, forms, accounting methods, ratings, and claims procedures
Excellent rapport-building skills with underwriters and insureds
Proficiency in Applied (EPIC) agency management systems
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Proven organizational and analytical skills
California insurance license required
Preferred
Specializing in mid-to-large commercial accounts, with a focus on real estate accounts preferred
Professional designations such as CIC, CISR, CPCU, ARM, or CRM are strongly preferred
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
Much more
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase