Account Manager

Alera Group, Inc.; Grand Rapids (MI); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career**

Job summary

Alera Group, Inc. is seeking an Account Manager in a hybrid location to manage a portfolio of personal insurance clients and deliver exceptional service.

You will act as the primary contact, handle inquiries, review coverage, and prepare proposals while collaborating with carrier partners to meet client needs.

Qualifications

• High school diploma or equivalent; active or able to obtain insurance licensure.
• Strong customer service experience in client-facing roles.
• Excellent verbal and written communication skills.
• Ability to build and maintain strong client relationships.
• Proficiency with Microsoft Office and agency management systems.
• Strong organizational, problem-solving, and time management skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as the primary contact for an assigned portfolio of personal insurance clients.
• Manage inbound calls, emails, policy changes, billing inquiries, coverage questions, and service requests.
• Conduct account reviews and provide coverage recommendations based on client needs and risk management objectives.
• Prepare new business proposals, insurance comparisons, and coverage solutions.
• Assist clients with claims-related concerns and coordinate issue resolution with carrier partners.
• Identify account rounding, cross-selling, and new business opportunities within existing client relationships.
• Maintain accurate documentation and update agency management systems to ensure data integrity.
• Lead or participate in client meetings while delivering exceptional service and consultative guidance.

Skills

Customer service

Verbal & written communication

Relationship building

Multitasking

Time management

Organizational skills

Problem solving

Education

High school diploma or equivalent

College degree in Business, Insurance or related field

Tools

Agency management systems

Microsoft Office

Job description

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Overview

Account Manager

Location – Hybrid

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long‑term success.

The Opportunity

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long‑term success. As an Account Manager, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

Responsibilities

• Serve as the primary contact for an assigned portfolio of personal insurance clients
• Manage inbound calls, emails, policy changes, billing inquiries, coverage questions, and service requests
• Conduct account reviews and provide coverage recommendations based on client needs and risk management objectives
• Prepare new business proposals, insurance comparisons, and coverage solutions
• Assist clients with claims‑related concerns and coordinate issue resolution with carrier partners
• Identify account rounding, cross‑selling, and new business opportunities within existing client relationships
• Maintain accurate documentation and update agency management systems to ensure data integrity
• Lead or participate in client meetings while delivering exceptional service and consultative guidance

Qualifications

Required Qualifications

• High school diploma or equivalent
• Currently licensed or ability to obtain required insurance licensure
• Strong customer service experience in a client‑facing environment
• Excellent verbal and written communication skills
• Ability to build and maintain strong client and business relationships
• Proficiency with Microsoft Office and agency management systems
• Strong organizational, problem‑solving, and time management skills
• Ability to work effectively in a fast‑paced environment while managing multiple priorities

Preferred Qualifications

• College degree in Business, Insurance, Risk Management, or a related field
• Previous Personal Lines insurance experience
• Experience managing a book of business and conducting client reviews
• Professional insurance designation such as AAI, ARM, CIC, or similar credential
• Experience identifying cross‑selling and account growth opportunities
• Leadership experience mentoring or supporting colleagues
• Experience working directly with carrier representatives and underwriters
• Ability to travel in support of office operations and client service initiatives

Compensation

• Salary Range – $50,000–$60,000 annually

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Additional Information

Work Arrangement

This position is Hybrid.

Travel Requirements

Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

Hybrid - 3 or more days in office - Office UKG Work location