Commercial Lines Account Manager - Alera Group

Alera Group is looking for a Commercial Lines Account Manager who is highly motivated and who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was foundedin 2017and has grown to become the 15th largest broker of US business.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 collaborationallows us to offer national resources combined with local service.  

At the Heist Insurance agency office, our mission is to provide high-quality insurance services in Southern New Jersey and its vicinity with financially strong companies and competitive insurance products.

We realize our agency’s greatest resources are people. Our intent is to…..

• Serve each customer with professionalism, courtesy, value and communication.
• Encourage each employee to develop and pursue professional, personal and self-achievement goals.
• Approach our community with a proactive spirit and contribute to areas benefiting our quality of life and the environment.

Our mission is to build these relationships synergistically to create a profitable existence for our employees, our customers, our companies and our lives.

• Customer Retention & Relationship Management: Achieve 95% retention by delivering personalized service, building strong, long-term relationships, ensuring high customer satisfaction, and effectively managing challenging customer situations.
• Account Management & Customer Service: Serve as primary client contact to sell products, resolve issues, answer questions, and provide coverage education; proactively identify service needs and address gaps; ensure reliable follow-through on commitments under pressure.
• Policy & Coverage Administration: Manage proposals, insurance summaries, and quotes; oversee policy changes, claims, and cancellations; maintain prompt communication with carriers on renewals and issues.
• Account Rounding & Sales: Meet annual sales goals by cross-selling, account rounding, and identifying referrals; assess coverage gaps and recommend solutions like additional coverages or risk management tools.
• Carrier Relations & Market Knowledge: Stay informed on carrier appetites and market trends; place business with preferred carriers and utilize carrier websites efficiently for quoting.
• Administrative Tasks & Systems Management: Organize digital files, EPIC home screen, and Outlook inbox; ensure quality control to prevent errors and omissions.

• Professional Development: Attend sales seminars, meetings, and educational activities to stay informed about industry trends and regulations.

• High school diploma. Bachelor’s degree preferred.
• Insurance experience required. Commercial insurance experience preferred.
• Property & Casualty License required
• Technical capabilities (proficiency in Microsoft Office applications)

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

Salary range is $60K to 70K 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. 

#LI-DV1 

#LI-Remote