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Senior Account Manager

Alera Group

Tacoma, WA · Posted October 28, 2026

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About the job

OVERVIEW

S enior Account Manager – Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a S enior Account Manager who will support client service excellence and operational accuracy.

About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Why Alera Group

Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

Client & Relationship Partnership

Foster a collaborative, high-performing team environment through leadership, mentorship, and knowledge sharing

Support the development and training of team members to strengthen technical expertise and service excellence

Help maintain strong client relationships by ensuring consistent delivery of service standards and operational best practices

Partner with Producers, Account Executives, carrier partners, and internal stakeholders to meet client needs and achieve business objectives

Contribute to staffing, onboarding, and team development initiatives, as applicable

Support effective team operations through oversight of administrative processes, approvals, and workflow coordination

Operational & Strategic Execution

Serve as a primary client service resource, managing day-to-day account activity for assigned commercial lines clients

Support renewal and new business processes, including gathering underwriting information, preparing submissions, and coordinating with carrier partners

Review carrier quotes and assist in the preparation of client proposals, coverage comparisons, and renewal presentations

Manage endorsements, certificates of insurance, policy issuance reviews, premium audits, binders, and related servicing activities

Conduct contract reviews to evaluate insurance requirements and support compliance needs

Ensure accuracy, regulatory compliance, and adherence to underwriting guidelines and internal quality standards

Maintain complete and accurate client records, documentation, and correspondence within agency management systems and client service platforms

Prioritize workload effectively to ensure timely delivery of client and carrier commitments

Growth & Innovation

Identify opportunities to enhance client service, improve operational efficiency, and strengthen team performance

Utilize agency technology platforms and digital workflows to optimize account management processes

Analyze coverage, loss information, and policy data to support informed client recommendations and renewal strategies

Stay current on carrier products, market trends, and industry developments to better support client needs

Support the implementation of process improvements and best practices that enhance consistency and service delivery

Contribute to the growth and retention of client relationships through proactive service and solution-focused problem solving

QUALIFICATIONS

What You Bring

Strong oral and written communication skills

Demonstrates professionalism and responsiveness in communication with clients, carriers, producers, and peers.

Solution-oriented service delivery mindset

Demonstrated proficiency in MS Office: Word, Excel, Outlook

Agency Management System Experience. AMS Sagitta and ImageRight preferred.

Strong technical coverage knowledge of commercial lines

Broad industry knowledge and experience

Strong/consistent work ethic – timely follow-up, collaborative, proactive, detail-oriented, and dependable

Ability to work independently and manage time effectively.

Strong proponent of change that will enhance workflows and CL organization.

Preferred 5+ years industry experience including at least 3 years at the Account Manager level.

Applicable state P&C Agents License

Industry related certifications expected.

College degree preferred, or equivalent experience.

Core Competencies

Detail orientation

Accountability and follow‑through

Collaborative mindset

Client‑first thinking

ADDITIONAL INFORMATION

Compensation

Hourly Range: $43-$50

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

Role-specific learning paths

Leadership development programs

Technical and compliance training

Industry certifications and continuing education support

Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications

This position requires:

Active Property & Casualty License

Ongoing continuing education to maintain active status

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-SE2

#LI-Hybrid

Location Type

Hybrid - 2 or less days in office

Client & Relationship Partnership

Foster a collaborative, high-performing team environment through leadership, mentorship, and knowledge sharing

Support the development and training of team members to strengthen technical expertise and service excellence

Help maintain strong client relationships by ensuring consistent delivery of service standards and operational best practices

Partner with Producers, Account Executives, carrier partners, and internal stakeholders to meet client needs and achieve business objectives

Contribute to staffing, onboarding, and team development initiatives, as applicable

Support effective team operations through oversight of administrative processes, approvals, and workflow coordination

Operational & Strategic Execution

Serve as a primary client service resource, managing day-to-day account activity for assigned commercial lines clients

Support renewal and new business processes, including gathering underwriting information, preparing submissions, and coordinating with carrier partners

Review carrier quotes and assist in the preparation of client proposals, coverage comparisons, and renewal presentations

Manage endorsements, certificates of insurance, policy issuance reviews, premium audits, binders, and related servicing activities

Conduct contract reviews to evaluate insurance requirements and support compliance needs

Ensure accuracy, regulatory compliance, and adherence to underwriting guidelines and internal quality standards

Maintain complete and accurate client records, documentation, and correspondence within agency management systems and client service platforms

Prioritize workload effectively to ensure timely delivery of client and carrier commitments

Growth & Innovation

Identify opportunities to enhance client service, improve operational efficiency, and strengthen team performance

Utilize agency technology platforms and digital workflows to optimize account management processes

Analyze coverage, loss information, and policy data to support informed client recommendations and renewal strategies

Stay current on carrier products, market trends, and industry developments to better support client needs

Support the implementation of process improvements and best practices that enhance consistency and service delivery

Contribute to the growth and retention of client relationships through proactive service and solution-focused problem solving

What You Bring

Strong oral and written communication skills

Demonstrates professionalism and responsiveness in communication with clients, carriers, producers, and peers.

Solution-oriented service delivery mindset

Demonstrated proficiency in MS Office: Word, Excel, Outlook

Agency Management System Experience. AMS Sagitta and ImageRight preferred.

Strong technical coverage knowledge of commercial lines

Broad industry knowledge and experience

Strong/consistent work ethic – timely follow-up, collaborative, proactive, detail-oriented, and dependable

Ability to work independently and manage time effectively.

Strong proponent of change that will enhance workflows and CL organization.

Preferred 5+ years industry experience including at least 3 years at the Account Manager level.

Applicable state P&C Agents License

Industry related certifications expected.

College degree preferred, or equivalent experience.

Core Competencies

Detail orientation

Accountability and follow‑through

Collaborative mindset

Client‑first thinking