Account Manager - Alera Group

Alera Group is looking for a Account Executive who brings experience and enthusiasm to our Property and Casualty team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15^th largest broker of US business (Business Insurance, July 2024). We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

The Account Executive’s primary responsibility is to manage and grow their book of business while building and maintaining strong client relationships focusing on customer satisfaction and retention. They serve as the direct link between the Company and the client, managing day-to-day affairs.  They are expected to independently handle a book of business typically around $3,000,000 with moderate day to day supervision and support.  While the Account Executive’s target account size is generally $50,000 and underin annual revenue, they may occasionally be expected to handle a small number of larger accounts with additional marketing and strategic support. 

1. Service related to Commercial Property & Casualty book of business:

• Performs, coordinates and maintains a high level of client service satisfaction and retention.
• Serves as an insurance advocate and service “point person” for all client requests.
• Handles all aspects of account management including coordination with Claims and Loss Control resources.
• Builds, supports and actively cross-sells to help sustain book of business growth.
• Checks and reviews complex endorsement requests.
• Reviews and/or facilitates contracts for the appropriate insurance requirements and policy contents.
• Addresses issues/errors promptly and escalates to management.

1. Renewal handling and marketing.

• Prepares and leads strategy meetings and Client Renewal meetings and presentations.
• Prepares submissions accordingly.
• Performs quotation reviews.
• Negotiates with underwriters.
• Makes proposal preparations.

1. Ensures complete and accurate agency management system documentation and upkeep in adherence with Company policies and protocols.
2. Supports producer relationship management and count round-out efforts.
3. Actively seeks to expand insurance knowledge and maintains licenses.
4. Performs administrative tasks as needed.

• Broker’s license
• 10 years of prior experience
• Bachelor’s degree in related field, or combination of education and experience.   

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, paid time off and much more.

Salary range is $65,000 to $85,000 per year, based on experience. 

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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