Alera Group, Inc. · 3 hours ago
Commercial Account Manager
Alera Group, Inc. is a prominent broker of US business, specializing in various services including Employee Benefits and Property and Casualty Insurance. They are looking for a Commercial Lines Account Manager to manage renewals, proposals, policy management, and maintain client and carrier relations in their Raleigh, North Carolina office.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Renewals & Submissions - Meet with producers, set client expectations, complete renewal applications, and submit thorough proposals to carriers
Proposal & Quotation Analysis - Review carrier quotes, compare with EPIC schedules, and prepare professional proposals with premium comparisons
Policy & Endorsement Management - Request, review, and process endorsements, assist with complex endorsement requests, and ensure policy accuracy
Compliance & Contract Review - Handle COI compliance, order necessary endorsements, conduct contract/lease/bid reviews, and process surplus lines filings
Billing & Premium Management - Address receivables, manage invoicing complexities, secure financing, and resolve billing issues
Client & Carrier Relations - Maintain strong carrier relationships, attend meetings, understand market trends, and provide professional client follow-ups
Operational Responsibilities - Lead renewal meetings, oversee workload distribution, maintain certifications, complete training, and support team initiatives
Qualification
Required
Valid, State P&C license
Minimum 2 years in the insurance industry (agency/ broker preferred)
Industry-related certifications/designations required
Proficiency in MS Office (Word, Excel, Outlook) and agency management systems (Applied EPIC preferred)
Strong understanding of commercial lines and policy coverage
Excellent oral/written communication skills with a solutions-focused approach
Detail-oriented, proactive, team player with the ability to work independently
Preferred
College degree preferred
Benefits
Medical
Dental
Life and disability insurance
401k
Generous paid time off
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