Note: The job is a remote job and is open to candidates in USA. Alera Group, founded in 2017, is a leading broker in the U.S. business landscape. They are seeking a Small Business Account Manager to manage a dedicated book of commercial clients, focusing on retention, client advisory, and building lasting relationships.
Responsibilities
- Manage a defined book of small commercial clients with full ownership and accountability
- Lead renewal strategy: evaluate exposures, identify gaps, and recommend tailored insurance solutions
- Maintain a 95% client retention goal through proactive engagement and exceptional service
- Identify cross-sell and referral opportunities (Personal Lines, Employee Benefits, and other solutions)
- Serve as the primary point of contact for client questions, service needs, and coverage education
- Prepare and present proposals, quotes, summaries, and insurance schedules
- Manage service requests such as certificates, endorsements, ID cards, billing inquiries, and renewals
- Advocate for clients during claims and coordinate directly with carriers
- Maintain accurate documentation within the agency management system
- Adhere to defined service workflows and internal controls to ensure compliance and data integrity
- Monitor your work for quality and minimize errors and omissions
- Manage competing priorities while maintaining attention to detail
- Partner closely with carriers and service teams
- Understand carrier appetites and leverage quoting and servicing tools effectively
- Contribute to a collaborative, accountable team culture
- Raise operational or compliance concerns with proposed solutions
Skills
- High school diploma required
- Minimum 2 years of experience in Property & Casualty insurance
- Active Property & Casualty broker's license required
- Strong technical knowledge of commercial P&C products
- Experience with Microsoft Office and agency management systems
- Bachelor's degree preferred
- Commercial insurance experience strongly preferred
Benefits
- Medical, dental, life, and disability insurance
- 401(k) with company contribution
- Generous paid time off
- Additional benefits designed to support work-life balance
Company Overview