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About the Role
The Property & Casualty team at Alera Group helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an Account Manager who will support risk strategy, client service excellence, and operational accuracy.
Responsibilities
- Serve as the primary service contact for assigned commercial lines clients
- Handle service requests related to endorsements, renewals, and coverage changes
- Manage requests related to quoting and binding activities
- Provide clear explanations of coverages, recommendations, and policy comparisons to clients
- Proactively anticipate client needs and support producers through responsive, high-touch service
- Identify opportunities to round accounts, upsell, or cross-sell additional coverages
- Maintain accurate client and policy documentation
- Process endorsements, renewals, and policy updates efficiently and accurately
- Ensure compliance with carrier and agency requirements
- Manage multiple client priorities while meeting time-sensitive deadlines
- Utilize agency management and rating systems to support daily servicing activities
- Collaborate with carriers and internal teams to deliver timely service solutions
- Contribute to client retention and account growth initiatives
- Develop strong relationships with clients and carrier partners
- Support producers in delivering comprehensive insurance solutions
- Identify opportunities to enhance client service processes and operational efficiency
- Promote a client-first culture through consistent, proactive communication
Requirements
- 1+ years of commercial insurance experience in an account management, sales, or marketing role
- Active Commercial Lines license
- Strong verbal and written communication skills with the ability to explain insurance concepts clearly
- Strong organizational, time management, and prioritization skills
- High attention to detail and accuracy
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Experience working with agency management systems and rating platforms
- Proficiency in Microsoft Office
- Experience with Sagitta, ImageRight, and Vertafore products
- Demonstrated ability to build strong client and carrier relationships
- Commercial lines service experience supporting small business accounts
- Detail orientation and accuracy
- Accountability and ownership
- Collaborative mindset and teamwork
- Client-first thinking
- Strong communication and relationship-building skills
- Problem solving and independent decision making
- Active State Property & Casualty License
- Ability to obtain required licensure within 6 months of hire
- Ongoing continuing education to maintain active status
Skills
- Commercial insurance
- Account management
- Sales
- Marketing
- Commercial Lines license
- Verbal communication
- Written communication
- Organizational skills
- Time management
- Prioritization skills
- Attention to detail
- Accuracy
- Microsoft Office
- Sagitta
- ImageRight
- Vertafore
- Client relationship building
- Carrier relationship building
- Problem solving
- Independent decision making
Location
- Syracuse, New York
Work Type
- Hybrid
Experience Level
- 1+ years
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life coverage
- Disability coverage
- 401(k)
- Generous PTO
About the Company
- Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business.
- We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services.
- With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
- Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
- Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
- Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
- Professional Development – Alera Group Academy
- At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
- Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.
Equal Opportunity
- 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.