Commercial Lines Account Manager

Alera Group, Inc.; Oxnard (CA); Hybrid; USD 90,000 - 117,500; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k

Generous paid time off

Job summary

Alera Group, Inc. is seeking a Commercial Lines Account Manager for their Oxnard, CA office. The role involves client service, managing renewals, and marketing. Candidates should have 5+ years of commercial lines experience and an active California Property & Casualty license. This hybrid position offers a salary range of $90,000 to $117,500 per year, along with performance bonuses and comprehensive benefits.

Qualifications

• Minimum 5 years of commercial lines insurance experience.
• Strong knowledge of state and federal regulations impacting commercial insurance.
• Proficient in agency management systems.

Responsibilities

• Provide day-to-day service to commercial clients.
• Lead renewal strategy discussions.
• Negotiate competitive terms with carriers.
• Maintain policy data within management systems.
• Support account retention strategies.

Skills

Commercial lines insurance experience

Client relationship management

Negotiation skills

Analytical skills

Microsoft Office proficiency

Education

Active California Property & Casualty Insurance License

Tools

Applied EPIC

Salesforce

Microsoft Office

Indio

Job description

At Alera Group, our Property & Casualty teams partner with businesses to protect what they’ve built and plan confidently for what’s next. We’re looking for a Commercial Lines Account Manager who thrives at the intersection of client advocacy, market strategy, and operational excellence.

This role plays a key part in supporting Producers and clients—leading renewals, marketing accounts, managing service workflows, and helping drive retention and growth across a commercial book of business.

About Alera Group

Founded in 2017, Alera Group has grown to become one of the largest independent insurance and wealth services firms in the United States. With offices nationwide, we deliver national strength with local expertise across Property & Casualty, Employee Benefits, Retirement Plan Services, and Wealth Services.

Our collaborative culture ensures clients receive proactive advice—and our team members have the support and tools to do their best work.

Why Join Alera Group

• Lead with impact – Play a visible role in retention, client growth, and risk strategy for commercial clients.
• Expand your market expertise – Strengthen your marketing, negotiation, and coverage strategy skills within a national brokerage platform.
• Collaborate and grow – Work alongside experienced Producers and service teams in a culture that values accountability, precision, and partnership.

Responsibilities

What You’ll Do

Client Service & Relationship Management

• Provide day-to-day service to commercial clients, anticipating needs and responding promptly to inquiries from clients and Producers.
• Lead renewal strategy discussions and ensure seamless execution of service deliverables.
• Assist clients with claim reporting and ongoing coverage questions.
• Market, quote, and prepare proposals for new business and renewal opportunities.
• Analyze risk exposures and structure coverage solutions aligned with business insurance best practices.
• Negotiate with carrier partners to secure competitive terms and appropriate coverage.

Policy Administration & Operational Excellence

• Process renewals, endorsements, bind coverage, invoice, collect premiums, and maintain complete and accurate account documentation.
• Maintain policy data within Applied EPIC, Indio, and other agency management systems.
• Ensure compliance with internal workflows, service standards, and regulatory requirements.

Retention & Growth

• Actively support account retention strategies across your assigned book.
• Identify and place additional lines of coverage through consultative client conversations.
• Contribute to sales and growth initiatives alongside Producers.
• Direct and support assigned Assistant Account Managers, coordinating workflow and delegating tasks.
• Stay informed on industry trends, legislation, coverage developments, and emerging technology.

Qualifications

What You Bring

• Minimum 5 years of commercial lines insurance experience.
• Active California Property & Casualty Insurance License.
• Strong knowledge of state and federal regulations impacting commercial insurance.
• Proven experience marketing accounts and negotiating with carriers.
• Proficiency in Microsoft Office and agency management systems (Applied EPIC, Indio; Salesforce, Zoho, PATA, Resource Pro a plus).
• Strong analytical, numeric, and strategic planning skills.
• Ability to explain complex insurance transactions in clear, client-friendly language.
• Experience managing deadlines and priorities in a fast-paced environment.

Preferred

• Professional designations (e.g., CPCU, CIC, or similar).
• Experience supporting Producers in new business strategy and account development.

Additional Information

Base salary range is $90,000 to $117,500 per year.

This position is eligible for an annual performance-based bonus.

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

This is a Hybrid position based in Oxnard, CA (Primarily remote with some in-office and travel required).

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.