Alera Group, Inc. · 1 day ago
Commercial Lines Account Manager
Alera Group is a rapidly growing insurance broker seeking a Commercial Lines Account Manager to join their team in Columbia, South Carolina. The role involves managing client accounts, analyzing insurance quotations, and ensuring compliance while providing mentorship to team members.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Serve as the primary client service contact for multiple accounts, managing renewals, completing Acord applications, and submitting thorough carrier applications
Analyze carrier quotations, prepare professional proposals with premium/rate/exposure comparisons, and conduct loss analysis, loss ratio, and loss trending studies
Review endorsements for accuracy, process premium audits, assist clients with disputes, and ensure compliance with COI requirements by ordering necessary endorsements
Prepare and deliver timely binders, invoices, certificates of insurance, and secure premium financing when needed, ensuring accurate policy issuance and delivery
Utilize company systems and procedures to manage workload, lead monthly renewal meetings with producers and account managers, and stay updated on underwriting requirements
Provide coaching and mentorship to team members, lead or support special projects, and complete assigned training goals while maintaining industry certifications
Identify and act on account rounding and cross-sell opportunities, proactively supporting business growth while performing additional responsibilities as needed
Qualification
Required
5+ years industry experience including at least 3 years at the Account Manager level
Applicable state P&C Agents License
Industry-related certifications expected
Demonstrated proficiency in MS Office - Word, Excel, Outlook
Strong technical coverage knowledge of commercial lines
Preferred
College degree preferred, or equivalent experience
Agency Management System Experience. AMS Sagitta and ImageRight are 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.
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
Recent News
2025-10-21
Company data provided by crunchbase