Senior Account Manager

Dickerson Group; United States; Hybrid; USD 70,000 - 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 is hiring a Senior Account Manager to grow trusted client relationships and deliver proactive guidance across personal lines and insurance services. You will manage a large book, process transactions, respond to requests, and identify cross-selling opportunities in a hybrid work setting.

You will support account reviews, stay current on carrier products, and mentor junior colleagues while maintaining accurate records and supporting office-based and remote teamwork.

Qualifications

• Minimum 5 years of insurance industry experience including at least 3 years in an Account Manager role.
• Active Property & Casualty Insurance License required.
• Strong knowledge of personal lines insurance coverage, underwriting, and rating concepts.
• Excellent verbal and written communication skills.
• Demonstrated ability to manage complex client relationships and service needs.
• Proficiency with Microsoft Office applications including Word, Excel, and Outlook.
• Strong organisational, time management, and problem-solving skills.
• Ability to work independently while managing multiple priorities and deadlines.

Responsibilities

• Manage a large and complex book of personal lines business while delivering exceptional client service
• Process account transactions including applications, quotations, ID cards, proposals, endorsements, binders, billing, and correspondence
• Respond to client, carrier, producer, and internal service requests in a timely and professional manner
• Identify account rounding and cross-selling opportunities to enhance client relationships and coverage solutions
• Conduct account reviews and coverage consultations to identify potential coverage gaps and recommend solutions
• Maintain accurate client records and documentation within agency management and document management systems
• Stay current on carrier products, underwriting requirements, rating methodologies, and industry trends
• Assist with training, mentoring, and development of new team members and personal lines colleagues

Skills

Verbal communication

Written communication

Organizational skills

Time management

Problem-solving

Multitasking

Education

College degree in Business, Risk Management, Insurance

Tools

AMS Sagitta

ImageRight

Agency management systems

Job description

OVERVIEW

Senior Account Manager

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 Senior 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 a large and complex book of personal lines business while delivering exceptional client service
• Process account transactions including applications, quotations, ID cards, proposals, endorsements, binders, billing, and correspondence
• Respond to client, carrier, producer, and internal service requests in a timely and professional manner
• Identify account rounding and cross-selling opportunities to enhance client relationships and coverage solutions
• Conduct account reviews and coverage consultations to identify potential coverage gaps and recommend solutions
• Maintain accurate client records and documentation within agency management and document management systems
• Stay current on carrier products, underwriting requirements, rating methodologies, and industry trends
• Assist with training, mentoring, and development of new team members and personal lines colleagues

QUALIFICATIONS

Required Qualifications

• Minimum 5 years of insurance industry experience including at least 3 years in an Account Manager role
• Active Property & Casualty Insurance License required
• Strong knowledge of personal lines insurance coverage, underwriting, and rating concepts
• Excellent verbal and written communication skills
• Demonstrated ability to manage complex client relationships and service needs
• Proficiency with Microsoft Office applications including Word, Excel, and Outlook
• Strong organisational, time management, and problem-solving skills
• Ability to work independently while managing multiple priorities and deadlines

Preferred Qualifications

• Expertise in high-net-worth personal lines insurance programs
• Industry designations such as CISR, CIC, CPRIA, or similar certifications
• Experience using AMS Sagitta, ImageRight, or similar agency management systems
• Strong understanding of personal lines markets, carrier guidelines, and underwriting practices
• Experience conducting coverage reviews and consultative risk discussions with clients
• Experience mentoring, training, or supporting junior team members
• College degree in Business, Risk Management, Insurance, or a related field
• Proven commitment to delivering exceptional customer service and client retention

Compensation

• Salary Range: $70,000–$85,000 annually

Benefits

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 INFORMATION

Work 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 Type

Hybrid - 2 or less days in office