Note: The job is a remote job and is open to candidates in USA. Alera Group, Inc. is a rapidly growing broker of U.S. business, dedicated to supporting small businesses. They are seeking a Small Business Account Manager to manage a dedicated book of commercial clients, focusing on client retention and providing tailored insurance solutions.

Responsibilities

• Manage a defined book of small commercial clients with full ownership and accountability
• Lead renewal strategy: evaluate exposures, identify gaps, and recommend tailored insurance solutions
• Maintain a 95% client retention goal through proactive engagement and exceptional service
• Identify cross-sell and referral opportunities (Personal Lines, Employee Benefits, and other solutions)
• Serve as the primary point of contact for client questions, service needs, and coverage education
• Prepare and present proposals, quotes, summaries, and insurance schedules
• Manage service requests such as certificates, endorsements, ID cards, billing inquiries, and renewals
• Advocate for clients during claims and coordinate directly with carriers
• Maintain accurate documentation within the agency management system
• Adhere to defined service workflows and internal controls to ensure compliance and data integrity
• Monitor your work for quality and minimize errors and omissions
• Manage competing priorities while maintaining attention to detail
• Partner closely with carriers and service teams
• Understand carrier appetites and leverage quoting and servicing tools effectively
• Contribute to a collaborative, accountable team culture
• Raise operational or compliance concerns with proposed solutions

Skills

• High school diploma required
• Minimum 2 years of experience in Property & Casualty insurance
• Active Property & Casualty broker's license required
• Strong technical knowledge of commercial P&C products
• Experience with Microsoft Office and agency management systems
• Bachelor's degree preferred
• Commercial insurance experience strongly preferred

Benefits

• Medical, dental, life, and disability insurance
• 401(k) with company contribution
• Generous paid time off
• Additional benefits designed to support work-life balance

Company Overview