Commercial Lines Account Manager

Alera Group

Montpelier, Vermont

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JOB DETAILS

SKILLS

Communication Skills, Cross-Selling, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Employee Benefits, Financial Services, Insurance, Insurance Sales, Leadership, Licensing, Operational Support, Organizational Skills, Product Strategy, Retirement and Pension Management, Sales Management, Team Player, Time Management, Wealth Management

LOCATION

Montpelier, Vermont

POSTED

3 days ago

OVERVIEW

Alera Group is looking for a Commercial Lines Account Manager to join our team. We're seeking motivated, relationship-driven professionals who bring both experience and enthusiasm to their work.

This is a great opportunity for someone who wants to step into a client-facing role and continue building their experience in commercial lines - or break into the insurance space with a strong customer service background. This role supports a small-to-mid market book of business and is part of a team that is evolving its structure to better support growth, training, and long-term development. It's a great fit for someone who is organized, relationship-driven, and looking to grow over time.
About Alera Group
Alera Group is one of the largest and fastest-growing independent insurance and financial services firms in the U.S. We combine national strength with local service, delivering customized solutions across Employee Benefits, Property & Casualty, Retirement, and Wealth Management.
Why Alera Group

Make an Impact: Support clients and internal teams through timely, service-driven work.
Growth Opportunities: Training, development, and career progression paths
Collaborative Culture: Team-oriented environment with strong support systems
Flexibility: Hybrid work environment with a people-first approach
National Strength. Local Heart: Resources of a national firm with a people-first approach.

RESPONSIBILITIES

Client Management & Service
• Manage and service a commercial lines book of business (small-to-mid market accounts)
• Build and maintain strong client relationships
• Support renewals, policy changes, and ongoing account needs
• Partner with internal teams to ensure a smooth client experience

Operational & Team Support
• Maintain accurate documentation and account records
• Work closely with producers and service teams to support client needs
• Stay organized and manage multiple accounts and priorities

Growth & Opportunity
• Identify cross-sell and new business opportunities when appropriate
• Continue developing knowledge of insurance products and client strategies

QUALIFICATIONS

Required
• Strong customer service and relationship management skills
• Ability to manage multiple accounts and priorities
• Organized, detail-oriented, and dependable
• Strong communication skills

Preferred (Not Required)
• Insurance experience or exposure to commercial lines
• Active Property & Casualty license (or willingness to obtain within 6 months)

ADDITIONAL INFORMATION

Compensation
$60,000 - $80,000 annually, based on experience
Additional earning potential through commission and bonus opportunities
Benefits
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model
Hybrid (Eastern Time Zone preferred)
Professional Development - Alera Group Academy
At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities 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 building foundational knowledge or continuing to grow your insurance career, we're invested in your development.
Licensure & Certifications
This position does not require an active license at time of hire.

• Opportunity to obtain a Property & Casualty license
• Support provided for licensing and continuing education

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.

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About the Company

Alera Group

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