Commercial Account Manager

Alera Group; Raleigh (NC); Sur place; USD 80 000 - 100 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision insurance

Life and disability coverage

401(k)

Generous paid time off

Professional development and career成长

Résumé du poste

Alera Group in Raleigh, North Carolina is seeking a Commercial Lines Account Manager to serve as a trusted resource for clients, producers, carriers and internal teams, guiding renewals and ongoing service. You will review endorsements, prepare proposals, and maintain accurate client records while developing carrier relationships and staying informed on market conditions.

The role offers in‑office work with opportunities for professional growth, competitive compensation, benefits, and a

Qualifications

• 2+ years Property & Casualty insurance experience
• Active Property & Casualty license
• Strong knowledge of commercial lines coverages and servicing processes
• Experience with agency management systems, preferably Applied Epic
• Proficiency with Microsoft Office applications
• Excellent communication, organization, and customer service skills
• Ability to prioritize multiple responsibilities and work independently

Responsabilités

• Manage commercial lines accounts and serve as a trusted resource for clients, producers, carriers, and internal teams
• Coordinate renewals from start to finish, including applications, marketing submissions, quote analysis, proposals, binding, and policy issuance
• Review and process endorsements, certificates of insurance, audits, policy changes, and coverage requests
• Prepare professional client proposals, premium comparisons, allocations, and renewal presentations
• Support contract reviews, insurance requirement reviews, and complex certificate compliance requests
• Resolve billing and invoicing issues, including installment plans, premium financing, audits, and collections support
• Maintain accurate client records and documentation within Applied Epic and other agency systems
• Develop strong carrier relationships and stay informed on market conditions, underwriting appetite, and industry trends

Connaissances

Property & Casualty experience

P&C license

Commercial lines knowledge

Applied Epic experience

Microsoft Office

Communication & customer service

Independent work

Outils

Applied Epic

Microsoft Office

Description du poste

Commercial Lines Account Manager

Location: In Office - Raleigh, North Carolina

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 a Commercial 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

• Manage commercial lines accounts and serve as a trusted resource for clients, producers, carriers, and internal teams
• Coordinate renewals from start to finish, including applications, marketing submissions, quote analysis, proposals, binding, and policy issuance
• Review and process endorsements, certificates of insurance, audits, policy changes, and coverage requests
• Prepare professional client proposals, premium comparisons, allocations, and renewal presentations
• Support contract reviews, insurance requirement reviews, and complex certificate compliance requests
• Resolve billing and invoicing issues, including installment plans, premium financing, audits, and collections support
• Maintain accurate client records and documentation within Applied Epic and other agency systems
• Develop strong carrier relationships and stay informed on market conditions, underwriting appetite, and industry trends

QUALIFICATIONS

Required Qualifications

• 2+ years of Property & Casualty insurance experience
• Active Property & Casualty license
• Strong knowledge of commercial lines insurance coverages and servicing processes
• Experience with agency management systems, preferably Applied Epic
• Proficiency with Microsoft Office applications
• Excellent communication, organization, and customer service skills
• Ability to prioritize multiple responsibilities and work independently

Preferred Qualifications

• Independent agency or brokerage experience
• Experience with Indio and carrier portal systems
• Knowledge of policy marketing, renewals, audits, certificates, and contract review
• Insurance designations such as CISR, CIC, CRM, CPCU, ARM, or similar
• College degree or equivalent professional experience

Compensation

• Salary Range: $80,000.00 - $100,000.00
• Bonus Eligible: Yes

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 In-Office

• Remote: This role is primarily remote.
• Hybrid: This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.
• In-Office: This role requires regular on-site attendance at the designated office location.

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.

Location Type

In-Office