Senior Account Manager

Tacoma, Washington

Instant Apply

5 days ago

Job Description

OVERVIEW

Senior Account Manager - Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Senior Account Manager who will support 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.

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

Client & Relationship Partnership

Foster a collaborative, high-performing team environment through leadership, mentorship, and knowledge sharing
Support the development and training of team members to strengthen technical expertise and service excellence
Help maintain strong client relationships by ensuring consistent delivery of service standards and operational best practices
Partner with Producers, Account Executives, carrier partners, and internal stakeholders to meet client needs and achieve business objectives
Contribute to staffing, onboarding, and team development initiatives, as applicable
Support effective team operations through oversight of administrative processes, approvals, and workflow coordination

Operational & Strategic Execution

Serve as a primary client service resource, managing day-to-day account activity for assigned commercial lines clients
Support renewal and new business processes, including gathering underwriting information, preparing submissions, and coordinating with carrier partners
Review carrier quotes and assist in the preparation of client proposals, coverage comparisons, and renewal presentations
Manage endorsements, certificates of insurance, policy issuance reviews, premium audits, binders, and related servicing activities
Conduct contract reviews to evaluate insurance requirements and support compliance needs
Ensure accuracy, regulatory compliance, and adherence to underwriting guidelines and internal quality standards
Maintain complete and accurate client records, documentation, and correspondence within agency management systems and client service platforms
Prioritize workload effectively to ensure timely delivery of client and carrier commitments

Growth & Innovation

Identify opportunities to enhance client service, improve operational efficiency, and strengthen team performance
Utilize agency technology platforms and digital workflows to optimize account management processes
Analyze coverage, loss information, and policy data to support informed client recommendations and renewal strategies
Stay current on carrier products, market trends, and industry developments to better support client needs
Support the implementation of process improvements and best practices that enhance consistency and service delivery
Contribute to the growth and retention of client relationships through proactive service and solution-focused problem solving

QUALIFICATIONS

What You Bring

Strong oral and written communication skills
Demonstrates professionalism and responsiveness in communication with clients, carriers, producers, and peers.
Solution-oriented service delivery mindset
Demonstrated proficiency in MS Office: Word, Excel, Outlook
Agency Management System Experience. AMS Sagitta and ImageRight preferred.
Strong technical coverage knowledge of commercial lines
Broad industry knowledge and experience
Strong/consistent work ethic - timely follow-up, collaborative, proactive, detail-oriented, and dependable
Ability to work independently and manage time effectively.
Strong proponent of change that will enhance workflows and CL organization.

Preferred

5+ years industry experience inc

Numbers & Facts

Location

Tacoma, Washington

Skills

Analysis Skillsunmatched
Asset Managementunmatched
Best Practicesunmatched
Brokerageunmatched
Business Operationsunmatched
Business Processesunmatched
Communication Skillsunmatched
Compensation and Benefitsunmatched
Contract Analysisunmatched
Contract Reviewunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Customer Service Operationsunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Employee Benefitsunmatched
Establish Prioritiesunmatched
Insuranceunmatched
Insurance Documentationunmatched
Insurance Salesunmatched
Leadershipunmatched
Maintain Complianceunmatched
Market Trend Analysisunmatched
Mentoringunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Onboardingunmatched
Operational Improvementunmatched
Operational Strategyunmatched
Operational Supportunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Property Managementunmatched
Proposal Writingunmatched
Quality Metricsunmatched
Regulatory Complianceunmatched
Requirements Managementunmatched
Retention Programsunmatched
Risk Managementunmatched
Sales Managementunmatched
Service Deliveryunmatched
Staff Developmentunmatched
Team Buildingunmatched
Team Playerunmatched
Time Managementunmatched
Training/Teachingunmatched
Underwritingunmatched
Writing Skillsunmatched

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