P & C Account Manager

Alera Group, Inc.; United States; Hybrid; USD 65,000 - 85,000; 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成长

Job summary

Alera Group, founded in 2017, 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.

At Alera Group, the P&C Account Manager will manage an assigned book of business, renewals, endorsements, and client

Qualifications

• High school diploma or equivalent required.
• 3 to 5+ years of experience in a Property & Casualty insurance agency, brokerage, underwriting, or related environment.
• Leadership, supervisory, or account management experience.
• Strong knowledge of Property & Casualty insurance coverages, policy forms, rating concepts, and loss analysis.
• Excellent communication, organizational, and relationship-building skills.
• Proficiency with Microsoft Office applications.
• Experience with agency management systems such as Applied Epic, AMS360, PL Rater, or similar platforms.

Responsibilities

• Manage an assigned book of business, overseeing renewals, endorsements, policy changes, cancellations, and new business onboarding.
• Build and maintain strong relationships with clients, carriers, underwriters, and vendor partners to support account retention and service excellence.
• Evaluate client exposures and coverage needs while supporting underwriting and risk management activities.
• Coordinate day-to-day account servicing activities to ensure timely, accurate, and responsive client support.
• Ensure compliance with agency procedures, carrier requirements, and applicable state and federal insurance regulations.
• Identify opportunities to strengthen client relationships through cross-selling, up-selling, and additional risk management solutions.
• Maintain accurate client information and documentation within agency management systems and related platforms.
• Stay current on industry trends, carrier products, market conditions, and regulatory developments to better support clients.

Skills

Account management

Relationship-building

Communication

Organizational skills

Microsoft Office

P&C knowledge

Client servicing

Education

College degree

Property & Casualty License

Tools

Applied Epic

AMS360

PL Rater

Job description

About Alera GroupFounded 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.

OverviewAccount ManagerAbout Alera GroupFounded 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 P&C 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 an assigned book of business, overseeing renewals, endorsements, policy changes, cancellations, and new business onboarding
• Build and maintain strong relationships with clients, carriers, underwriters, and vendor partners to support account retention and service excellence
• Evaluate client exposures and coverage needs while supporting underwriting and risk management activities
• Coordinate day-to-day account servicing activities to ensure timely, accurate, and responsive client support
• Ensure compliance with agency procedures, carrier requirements, and applicable state and federal insurance regulations
• Identify opportunities to strengthen client relationships through cross-selling, up-selling, and additional risk management solutions
• Maintain accurate client information and documentation within agency management systems and related platforms
• Stay current on industry trends, carrier products, market conditions, and regulatory developments to better support clients

QualificationsRequired Qualifications

• High school diploma or equivalent required
• 3 to 5+ years of experience in a Property & Casualty insurance agency, brokerage, underwriting, or related environment
• Previous leadership, supervisory, or account management experience
• Strong knowledge of Property & Casualty insurance coverages, policy forms, rating concepts, and loss analysis
• Excellent communication, organizational, and relationship-building skills
• Proficiency with Microsoft Office applications
• Experience with agency management systems such as Applied Epic, AMS360, PL Rater, or similar platforms

Licensure

• Active Property & Casualty Insurance License required

Preferred Qualifications

• College degree
• Experience supporting construction, pest control, or specialized commercial accounts
• Experience working directly with carrier partners and underwriting teams
• Professional designations such as CIC, CPCU, CRM, or similar
• Experience identifying growth opportunities within existing client relationships

Compensation

• Salary Range - $65,000–$85,000 annually

Eligible colleagues enjoy a comprehensive benefits package including -

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

Additional InformationWork Arrangement

This position is Hybrid

• Hybrid - This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

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 TypeHybrid - 2 or less days in office