Account Manager bei Alera Group

Legacy Risk, an Alera Group company, is looking for an Account Manager. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Build and maintain strong client relationships that drive high retention and satisfaction.

• Collaborate with producers to manage both new and renewal business, including marketing and placement strategies.

• Conduct detailed exposure analysis and provide expert advice on coverage needs and solutions.

• Manage a diverse book of commercial accounts, with an emphasis on real estate, as well as construction, tech, manufacturing, and other sectors.

• Serve as the primary contact for underwriters, developing productive carrier relationships.

• Review and understand policy language, coverage forms, rating methods, and claims procedures.

• Maintain account files, client documentation, and service activities within the Applied EPIC system.

• Meet all internal deadlines and client commitments with strong organizational and time management skills.

• Manages a diverse book of 10–20 mid-to-large commercial accounts across industries such as real estate, construction, manufacturing, food & beverage, retail/wholesale, tech, and renewable energy, with an average revenue of $700k+ and growth potential to $1MM+.

• Bachelor’s degree, professional certification, or equivalent combination of education and training.

• 7+ years of experience in commercial lines account management within an insurance agency setting.

• Proven expertise managing medium to large commercial accounts, especially real estate portfolios.

• Applied EPIC experience highly preferred.

• California Property & Casualty Insurance License required.

• Professional designations (CIC, CISR, CPCU, ARM, CRM) strongly preferred.

• Exceptional written and verbal communication skills.

• Strong proficiency in Microsoft Office (Word, Excel, Outlook).

• Demonstrated analytical, organizational, and customer service excellence.

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $95K to $125K per year.

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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-CC1

#LI-Hybrid