Assistant Commercial Lines Account Manager

OVERVIEW

Assistant Account Manager - Property & Casualty
Location: Hybrid

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Assistant Account Manager 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 will focus on client servicing, administrative support and analytics and collaborate with producers, account managers, carriers, clients and internal operations teams.

Why Alera Group

• 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
  

RESPONSIBILITIES

What You'll Do / Your ImpactClient Partnership & Risk Strategy

• Support Account Managers and Producers in servicing commercial lines accounts
• Assist with client communications related to policy changes, renewals, and documentation
• Provide backup coverage for Account Managers during absences

Operational Excellence

• Process policy changes, endorsements, and updates in the agency management system
• Retrieve and review policy documents from carrier portals
• Create and manage proposal documents for new and renewal business
• Collect supplemental information and prepare online quotes and submissions
• Assemble documents for client signatures and electronic delivery
• Issue certificates of insurance accurately and in a timely manner
• Prepare finance agreements, premium notes, and related documentation
• Process Auto ID cards and Motor Vehicle Reports
• Handle invoicing, billing tasks, and insured inquiries related to payments
• Maintain data accuracy through account clean-up and system updates

Strategic Contribution

• Review discrepancy reports and make corrections as needed
• Support renewal preparation and submission timelines
• Contribute to efficient workflows and high-quality service delivery
• Stay current on Property & Casualty coverages and underwriting practices

QUALIFICATIONS

What You BringRequired

• Minimum of 1 year of experience in a similar insurance support role
• Active Property & Casualty insurance license (or ability to obtain per state requirements)
• Strong understanding of Property & Casualty underwriting and coverages
• Proficiency with computers and office equipment, including email and document systems
• Strong verbal and written communication skills
• Ability to manage multiple tasks and meet deadlines

Preferred

• Experience working in an agency management system
• Prior exposure to commercial lines policy processing or renewals

Core Competencies

• Detail orientation and accuracy
• Accountability and follow-through
• Collaborative mindset
• Client-first thinking
• Strong organization and time-management skills
• Proactive problem-solving

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

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: