OVERVIEW
Small Business Account Manager – Property & Casualty
Remote Opportunity
Small businesses are the heartbeat of every community — and in this role, you’re the trusted partner helping them protect what they’ve built.
As a Small Business Account Manager, you’ll own and nurture a dedicated book of commercial clients. You won’t just “process renewals.” You’ll advise, anticipate, advocate, and build lasting relationships that drive retention and growth. Your impact is measurable: a 95% retention goal powered by proactive service, thoughtful coverage recommendations, and consistent follow-through.
If you thrive in a fast-paced environment, love building client trust, and enjoy finding smart solutions, this role was built for you.
About Alera Group
Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to combine national resources with local service.
Why Join Alera Group
Own your impact – Manage a dedicated small business book where your renewal strategy, client advisory approach, and retention results directly drive success.
Be a trusted advisor – Guide business owners through coverage decisions, uncover growth opportunities, and strengthen long-term partnerships through consultative service.
Grow with scale and support – Leverage national resources, collaborative teams, and ongoing development opportunities to expand your expertise and career path.
RESPONSIBILITIES
What You’ll Own
Client Service & Retention
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
Collaboration & Market Engagement
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
QUALIFICATIONS
What You Bring
High school diploma required; Bachelor’s degree preferred
Minimum 2 years of experience in Property & Casualty insurance
Commercial insurance experience strongly preferred
Active Property & Casualty broker’s license required
Strong technical knowledge of commercial P&C products
Experience with Microsoft Office and agency management systems
Core Strengths That Set You Apart
Client-first mindset with strong relationship-building skills
Ability to simplify complex insurance topics for diverse audiences
Consultative approach that uncovers growth opportunities
Strong organization and time management skills
High attention to detail and accountability
Independent problem-solving skills with a collaborative spirit
ADDITIONAL INFORMATION
Compensation: $65,000 – $75,000 annually (based on experience and qualifications)
Benefits:
Alera Group offers a comprehensive benefits package designed to support you professionally and personally, including:
- Medical, dental, life, and disability insurance
- 401(k) with company contribution
- Generous paid time off
- Additional benefits designed to support work-life balance
Location: Fully Remote
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
Remote