Account Manager

Location: Hybrid

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.

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.

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 an 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.

Serve as the primary contact for an assigned portfolio of personal insurance clients

Manage inbound calls, emails, policy changes, billing inquiries, coverage questions, and service requests

Conduct account reviews and provide coverage recommendations based on client needs and risk management objectives

Prepare new business proposals, insurance comparisons, and coverage solutions

Assist clients with claims-related concerns and coordinate issue resolution with carrier partners

Identify account rounding, cross-selling, and new business opportunities within existing client relationships

Maintain accurate documentation and update agency management systems to ensure data integrity

Lead or participate in client meetings while delivering exceptional service and consultative guidance

This position is Hybrid .

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.

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