Alera Group, Inc. · 1 day ago
Account Manager - Select Commercial Accounts
Raleigh, NC
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $80K/yr
2+ years expAlera Group is looking for a Select Account Manager to join their growing team. The role involves managing a book of small commercial clients, focusing on retention and growth, while ensuring a positive client experience through effective communication and tailored insurance solutions.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Take ownership of a defined book of small commercial clients with a focus on retention, account performance, and achieving service and growth metrics set by the Client Services Manager
Lead the renewal process as a trusted advisor by evaluating exposures, identifying coverage gaps, and recommending tailored insurance solutions
Identify growth opportunities through consultative conversations and refer clients to additional Alera Group resources when appropriate (e.g., personal lines, employee benefits)
Ensure a positive client experience by providing timely, accurate, and professional responses to all client inquiries and service needs
Act as the main point of contact for clients - educate customers on coverage, resolve issues, and proactively anticipate service needs
Prepare, present, and review proposals, insurance summaries, quotes, and schedules
Oversee the timely completion of service requests—such as certificates of insurance, auto ID cards, endorsements, billing issues, and renewals—by handling directly or coordinating with the appropriate team member
Serve as a client advocate throughout the claims process, coordinating with carriers to ensure resolution
Maintain data integrity by accurately documenting client and policy information in the agency management system
Support ethical standards and internal controls by enforcing operational procedures and proper documentation practices
Maintain a secure, compliant environment and ensure client confidentiality
Report operational challenges or compliance risks to leadership with recommended solutions
Adhere to defined service workflows and utilize internal systems to support accuracy, efficiency, and overall productivity
Effectively manage competing priorities while maintaining attention to detail in a fast-paced environment
Monitor personal work for quality to avoid errors and omissions
Follow through on client commitments despite obstacles or time pressures
Promote a collaborative, accountable team environment that values open communication, mutual respect, and continuous improvement
Collaborate with carriers and service partners
Maintain an understanding of carrier appetites and use carrier tools and websites effectively for quoting and servicing
Qualification
Required
High school diploma required
Minimum of 2 years of related experience in P&C administration with a carrier, broker, or wholesaler with a strong history of client service
Property & Casualty broker's license required
Thorough technical knowledge of commercial property and casualty products
Proficient in Microsoft Office Suite and agency management systems
Preferred
Bachelor's degree preferred
Commercial insurance experience is strongly preferred
Professional designations or certifications 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.
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