Account Director

Alera Group Inc
  • Grand Rapids, MI
    1 day ago

    Job Description

    OVERVIEW

    Account Director - Property & Casualty

    Location: Hybrid - Grand Rapids, MI

    At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking an Account Director who will support risk strategy, client service excellence, and operational accuracy.

    About Alera Group

    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.

    This role plays a pivotal role in overseeing the management of key clients and executing strategic initiatives to ensure client satisfaction, retention and revenue growth.

    Why 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

    RESPONSIBILITIES

    What You'll Do / Your Impact

    Client Partnership & Risk Strategy

    • Serve as the primary relationship manager for a portfolio of key commercial insurance clients
    • Build trusted partnerships by understanding client business objectives, risk exposures, and long-term goals
    • Conduct regular client meetings to review performance, address concerns, and identify opportunities for value-added solutions
    • Collaborate with senior sales leadership to anticipate client needs and recommend strategic insurance solutions
    • Provide informed guidance on industry trends, regulatory developments, and emerging risks
    • Participate in carrier engagements to strengthen relationships and expand product expertise

    Operational Excellence

    • Partner with account management teams to ensure seamless execution of client strategies and service plans
    • Maintain alignment between strategic account objectives and ongoing service delivery throughout the client lifecycle
    • Ensure compliance with applicable insurance regulations, company policies, and industry standards
    • Support a positive and collaborative work environment built on trust, communication, and teamwork
    • Perform additional projects and responsibilities as needed

    Strategic Contribution

    • Develop and execute strategic account plans focused on retention, cross-selling opportunities, and revenue growth
    • Partner with senior sales leadership to support new business development initiatives
    • Lead proposal development for prospective clients, leveraging industry expertise and solution knowledge
    • Identify opportunities to strengthen client relationships and expand service offerings
    • Champion Alera Group's culture and values through leadership and example

    QUALIFICATIONS

    What You Bring

    Required

    • Active Property & Casualty License
    • Minimum of 7 years of experience in a client-facing commercial insurance role
    • Proven success building and maintaining client relationships while driving revenue growth
    • Strong knowledge of commercial insurance products, coverages, and industry trends
    • Excellent communication, presentation, and negotiation skills
    • Ability to collaborate effectively with internal teams, carrier partners, and clients
    • Strong organizational and time management skills
    • High level of attention to detail and accountability

    Preferred

    • Experience developing and executing strategic account plans for complex commercial insurance clients
    • Demonstrated success supporting new business acquisition efforts and proposal development
    • Experience collaborating with senior sales leadership and cross-functional teams
    • Advanced understanding of risk management strategies and client retention practices

    Core Competencies

    • Relationship Building
    • Strategic Thinking
    • Client-First Mindset
    • Communication and Influence
    • Business Development Acumen
    • Accountability and Ownership
    • Collaboration and Teamwork
    • Attention to Detail

    ADDITIONAL INFORMATION

    Benefits:

    Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

    Work Model:

    This role is Hybrid - Grand Rapids, MI

    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.

    You'll have access to:

    • 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.

    Licensure & Certifications

    This position requires:

    • Active Property & Casualty License

    • Ongoing continuing education to maintain active status

    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.

    #LI-KL1

    #LI-Hybrid

    Location Type

    Hybrid - 3 or more days in office - Office UKG Work location

    Numbers & Facts

    LocationGrand Rapids, MI

    Skills

    • Alliance/Partner Managementunmatched
    • Asset Managementunmatched
    • Brokerageunmatched
    • Business Developmentunmatched
    • Business Supportunmatched
    • Communication Skillsunmatched
    • Corporate Policiesunmatched
    • Cross-Functionalunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer Retention/Renewalunmatched
    • Customer Satisfactionunmatched
    • Customer Service Operationsunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Industry Standardsunmatched
    • Industry/Trade Analysisunmatched
    • Insuranceunmatched
    • Insurance Regulationsunmatched
    • Leadershipunmatched
    • Maintain Complianceunmatched
    • Management Strategyunmatched
    • Mergers and Acquisitionsunmatched
    • Negotiation Skillsunmatched
    • Organizational Skillsunmatched
    • Partner Salesunmatched
    • Problem Solving Skillsunmatched
    • Proposal Developmentunmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Relationship Managementunmatched
    • Revenue Growthunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Sales Supportunmatched
    • Service Deliveryunmatched
    • Strategic Accountsunmatched
    • Strategic Planningunmatched
    • Team Playerunmatched
    • Time Managementunmatched

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