BRK - Account Manager

Alera Group, Inc.

Salary: $100k - $117k
Experience: 5+ yrs
Location: Oxnard, California, United States
Job type: Full-time

Required skills

Applied EPIC
Indio
Salesforce
Zoho
PATA
Resource Pro
Microsoft Office

About the role

Alera_Color_250x80

Commercial Lines Account Manager

Overview

At Alera Group, our Property & Casualty teams partner with businesses to protect what they’ve built and plan confidently for what’s next. We’re looking for a Commercial Lines Account Manager who thrives at the intersection of client advocacy, market strategy, and operational excellence.This role plays a key part in supporting Producers and clients—leading renewals, marketing accounts, managing service workflows, and helping drive retention and growth across a commercial book of business.

About Alera Group

Founded in 2017, Alera Group has grown to become one of the largest independent insurance and wealth services firms in the United States. With offices nationwide, we deliver national strength with local expertise across Property & Casualty, Employee Benefits, Retirement Plan Services, and Wealth Services.

Our collaborative culture ensures clients receive proactive advice—and our team members have the support and tools to do their best work.

Why Join Alera Group

Lead with impact – Play a visible role in retention, client growth, and risk strategy for commercial clients.
Expand your market expertise – Strengthen your marketing, negotiation, and coverage strategy skills within a national brokerage platform.
Collaborate and grow – Work alongside experienced Producers and service teams in a culture that values accountability, precision, and partnership.

What You’ll Do

Client Service & Relationship Management

Provide day-to-day service to commercial clients, anticipating needs and responding promptly to inquiries from clients and Producers
Lead renewal strategy discussions and ensure seamless execution of service deliverables
Assist clients with claim reporting and ongoing coverage questions

Marketing, Quoting & Risk Strategy

Market, quote, and prepare proposals for new business and renewal opportunities
Analyze risk exposures and structure coverage solutions aligned with business insurance best practices
Negotiate with carrier partners to secure competitive terms and appropriate coverage

Policy Administration & Operational Excellence

Process renewals, endorsements, bind coverage, invoice, collect premiums, and maintain complete and accurate account documentation
Maintain policy data within Applied EPIC, Indio, and other agency management systems
Ensure compliance with internal workflows, service standards, and regulatory requirements

Retention & Growth

Actively support account retention strategies across your assigned book
Identify and place additional lines of coverage through consultative client conversations
Contribute to sales and growth initiatives alongside Producers

Team Leadership & Collaboration

Direct and support assigned Assistant Account Managers, coordinating workflow and delegating tasks
Stay informed on industry trends, legislation, coverage developments, and emerging technology

What You Bring

Minimum 5 years of commercial lines insurance experience
Active California Property & Casualty Insurance License
Strong knowledge of state and federal regulations impacting commercial insurance
Proven experience marketing accounts and negotiating with carriers
Proficiency in Microsoft Office and agency management systems (Applied EPIC, Indio; Salesforce, Zoho, PATA, Resource Pro a plus)
Strong analytical, numeric, and strategic planning skills
Ability to explain complex insurance transactions in clear, client-friendly language
Experience managing deadlines and priorities in a fast-paced environment

Preferred

Professional designations (e.g., CPCU, CIC, or similar)
Experience supporting Producers in new business strategy and account development

Base salary range is $100,000 to $117,500 per year.

This position is eligible for an annual performance-based bonus.

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

This is a Hybrid position based in Oxnard, CA.

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-MM1

#LI-Hybrid

About Alera Group, Inc.

National insurance, employee benefits, and financial services brokerage.

This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.