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Commercial Lines Account Manager

Alera Group

Placentia, California

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JOB DETAILS
SKILLS
Analysis Skills, Asset Management, Brokerage, Compensation and Benefits, Continuous Improvement, Cost Effectiveness Analysis, Customer Service Operations, Customer Support/Service, Delivery Management, Detail Oriented, Documentation, Employee Benefits, Follow Through, Health Informatics, Insurance, Insurance Sales, Maintain Compliance, Market Trend Analysis, Organizational Skills, Problem Solving Skills, Process Improvement, Project/Program Management, Regulatory Compliance, Retention Programs, Risk, Risk Management, Sales Management, Salesforce.com, Service Delivery, Team Player, Technical Support, Time Management, Training Program
LOCATION
Placentia, California
POSTED
19 days ago
OVERVIEW

Commercial Lines Account Manager
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 Commercial Lines Account Coorindator 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 commercial risk management with mid-market accounts and collaborate with Producers and Account Managers to provide exceptional client service.

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
  • Participate in strategic meetings with Producers to manage timelines and deliverables
  • Provide technical support to Producers by reviewing quotations and proposals, identifying client exposures, and recommending appropriate coverage solutions
  • Assist in coordinating property and casualty claims through internal claims resources
  • Build and maintain strong relationships with carriers and internal partners
Operational Excellence
  • Facilitate applications for new and renewal business, ensuring accurate documentation and timely binding
  • Maintain accurate and up-to-date records within the client management system, including applications, activities, and policy changes
  • Process and review endorsements and policies for accuracy, ensuring compliance with agency standards
  • Stay informed on market trends and carrier appetite to support effective placement and service delivery
  • Attend relevant training and educational programs and adhere to organizational policies and procedures
Strategic Contribution
  • Identify opportunities to improve workflow efficiency, productivity, and cost effectiveness
  • Recommend and implement process improvements that support company objectives
  • Support retention and growth initiatives through proactive service and technical expertise

QUALIFICATIONS

What You Bring

Required
  • Proven problem resolution skills with experience in project management
  • Ability to partner with commercial clients and serve as a trusted resource and advisor
  • Streamlining communication with key accounts and external vendors including insurance carriers
  • Strong organizational skills with the ability to manage deadlines in a fast-paced environment
Preferred
  • Experience working with Applied Epic, Salesforce, or similar systems
  • Strong analytical and problem-solving skills
Core Competencies
  • Detail orientation
  • Accountability and follow-through
  • Collaborative mindset
  • Client-first thinking
  • Technical accuracy and judgment
  • Continuous improvement mindset

ADDITIONAL INFORMATION

Compensation:
Salary range: $70,000 - $110,000 per year depending on experience
Eligible for performance-based bonus: Yes

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:
  • Role-specific lea

About the Company

A

Alera Group

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