Commercial Lines Account Manager

OVERVIEW

 

 

 

Alera Group is looking for a Commercial Lines Account Manager to join their team based in Orlando, Florida. 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 14th 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.

RESPONSIBILITIES

• Client & Account Management: Serve as the primary contact for multiple middle market and large accounts handling renewals, submissions, and client expectations. 
• Policy & Endorsement Processing: Review carrier quotes, prepare proposals, process endorsements, premium audits, and COI compliance issues in collaboration with Producers.
• Billing & Invoicing: Manage complex invoicing (installments, rolling deposits), resolve billing questions, and secure past-due premiums.
• Compliance & Contract Review: Conduct contract/lease reviews, complete Surplus Lines filings, and ensure compliance with carrier requirements.
• System & Workflow Management: Utilize company systems (Sagitta, Indio, OneDoc) to streamline processes and prioritize workload.
• Leadership & Mentorship: Guide and support Account Assistants, Account Specialists in policy analysis and market knowledge.
• Business Growth & Development: Identify cross-sell/account rounding opportunities and lead special projects working as a strategic team player. 

QUALIFICATIONS

• 3+ years in the insurance industry with a valid state P&C Agent’s License.
• College degree preferred; industry-related certifications required.
• Expertise in MS Office (Word, Excel, Outlook) and agency management systems (AMS Sagitta, ImageRight experience is helpful).
  • Applied Epic- preferred/ a plus. 
• Strong understanding of commercial lines, broad industry experience, and technical coverage expertise.
• Professional, solution-oriented approach with excellent oral/written communication skills.
• Detail-oriented, proactive, team player with strong time management and follow-up skills.
• Advocates for workflow improvements and organizational efficiency.

ADDITIONAL INFORMATION

This role is expected to be performed onsite in our Orlando, Florida office. 

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

The salary range is between $75,000.00 to $85,000.00 annually (depending on experience). 

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

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Location Type

In-Office

National firm providing insurance brokerage and financial services.