Senior Commercial Lines Account Manager

Alera Group, Inc.; Alpharetta (GA); On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Senior Commercial Lines Account Manager to lead client relationships and ensure seamless account management. This role involves overseeing policy processing, compliance, and invoicing while mentoring junior staff. The ideal candidate will have extensive experience in the insurance industry, a strong understanding of commercial lines, and a proactive approach to workflow improvements. Join a dynamic team that values collaboration and offers comprehensive benefits, including medical, dental, and generous paid time off, making it a great opportunity for growth and professional development.

Benefits

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

401k

Generous Paid Time Off

Qualifications

• 5+ years in the insurance industry with 3+ years as an Account Manager.
• Valid state P&C Agent’s License required.

Responsibilities

• Serve as the primary contact for multiple accounts, handling renewals and submissions.
• Utilize company systems to streamline processes and prioritize workload.

Skills

Client & Account Management

Policy & Endorsement Processing

Billing & Invoicing

Compliance & Contract Review

System & Workflow Management

Leadership & Mentorship

Business Growth & Development

Education

College degree preferred

Industry-related certifications required

Tools

MS Office (Word, Excel, Outlook)

AMS Sagitta

ImageRight

Job description

Join to apply for the Senior Commercial Lines Account Manager role at Alera Group, Inc.

3 days ago Be among the first 25 applicants

Join to apply for the Senior Commercial Lines Account Manager role at Alera Group, Inc.

Overview

Propel, an Alera Group company, is looking for a Senior Commercial Lines Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team - joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Responsibilities

1. Client & Account Management - Serve as the primary contact for multiple accounts ($75K-$100K premium), handling renewals, submissions, and client expectations.
2. Policy & Endorsement Processing - Review carrier quotes, prepare proposals, process endorsements, premium audits, and COI compliance issues.
3. Billing & Invoicing - Manage complex invoicing (installments, rolling deposits), resolve billing questions, and secure past-due premiums.
4. Compliance & Contract Review - Conduct contract/lease reviews, complete Surplus Lines filings, and ensure compliance with carrier requirements.
5. System & Workflow Management - Utilize company systems (Sagitta, Indio, OneDoc) to streamline processes and prioritize workload.
6. Leadership & Mentorship - Guide and support Account Assistants, Account Specialists, and Account Managers in policy analysis and market knowledge.
7. Business Growth & Development - Identify cross-sell/account rounding opportunities and lead special projects under leadership guidance.

Qualifications

1. 5+ years in the insurance industry, including 3+ years as an Account Manager, with a valid state P&C Agent’s License.
2. College degree preferred; industry-related certifications required.
3. Expertise in MS Office (Word, Excel, Outlook) and agency management systems (AMS Sagitta, ImageRight preferred).
4. Strong understanding of commercial lines, broad industry experience, and technical coverage expertise.
5. Professional, solution-oriented approach with excellent oral/written communication skills.
6. Detail-oriented, proactive, team player with strong time management and follow-up skills.
7. Advocates for workflow improvements and organizational efficiency.

Benefits

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

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.