Commercial Lines Account Executive - Team Manager

OVERVIEW Commercial Lines Account Executive, Team Manager – Property & Casualty Location: Hybrid At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Commercial Lines Account Executive, Team Manager who will support risk strategy, 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. This role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams]. 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 What You’ll Do / Your Impact Client Partnership & Risk Strategy Serve as a market and subject‑matter leader for Commercial Lines within the region Support client retention by ensuring consistent, high‑quality service aligned with Alera Group service standards Proactively manage new business activity in partnership with the Sales Team, including cross‑sell and account development opportunities Cultivate strong relationships with clients, carriers, and community partners to support growth and market presence Operational Excellence Lead and develop an efficient and effective commercial lines operation that supports service delivery, retention, and new business flow Remove obstacles that prevent team members from performing at their highest level Ensure team proficiency with agency technology, systems, and tools to maximize efficiency Hold periodic meetings with team members to identify operational challenges and guide solution development Ensure training objectives are established and achieved for each role within the team Strategic Contribution Drive regional growth and profitability goals through effective planning, execution, and follow‑through Review carrier books to maximize revenue potential and recommend strategic adjustments as needed Participate in marketing and pursuit of new business opportunities Lead by example, modeling accountability, professionalism, and Alera Group values Mentor and coach team members while developing future leaders within the organization QUALIFICATIONS What You Bring Required Bachelor’s degree required Active Insurance Producer License Strong financial and risk assessment skills Excellent communication and interpersonal skills Highly organized with the ability to manage multiple priorities Proven ability to build relationships with clients, service teams, carriers, and business partners Experience leading or mentoring teams in a commercial insurance environment Preferred Prior experience managing or leading Commercial Lines teams Strong understanding of market trends, coverage changes, and carrier strategies Demonstrated thought leadership within Property & Casualty insurance Core Competencies Leadership and team development Accountability and follow‑through Collaborative mindset Client‑first thinking Strategic problem‑solving Strong operational discipline ADDITIONAL INFORMATION Compensation: Salary range: $140,000 – $180,000 per year Eligible for performance-based bonus: Yes 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 [Add time zone or location preferences if needed] 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 (If Applicable) This position may require: Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.] Ability to obtain required licensure within [X] months of hire 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-DP1 #LI-Hybrid Location Type Hybrid - 3 or more days in office - Office UKG Work location What You'll Do / Your Impact Client Partnership & Risk Strategy Serve as a market and subject‑matter leader for Commercial Lines within the region Support client retention by ensuring consistent, high‑quality service aligned with Alera Group service standards Proactively manage new business activity in partnership with the Sales Team, including cross‑sell and account development opportunities Cultivate strong relationships with clients, carriers, and community partners to support growth and market presence Operational Excellence Lead and develop an efficient and effective commercial lines operation that supports service delivery, retention, and new business flow Remove obstacles that prevent team members from performing at their highest level Ensure team proficiency with agency technology, systems, and tools to maximize efficiency Hold periodic meetings with team members to identify operational challenges and guide solution development Ensure training objectives are established and achieved for each role within the team Strategic Contribution Drive regional growth and profitability goals through effective planning, execution, and follow‑through Review carrier books to maximize revenue potential and recommend strategic adjustments as needed Participate in marketing and pursuit of new business opportunities Lead by example, modeling accountability, professionalism, and Alera Group values Mentor and coach team members while developing future leaders within the organization What You Bring Required Bachelor's degree required Active Insurance Producer License Strong financial and risk assessment skills Excellent communication and interpersonal skills Highly organized with the ability to manage multiple priorities Proven ability to build relationships with clients, service teams, carriers, and business partners Experience leading or mentoring teams in a commercial insurance environment Preferred Prior experience managing or leading Commercial Lines teams Strong understanding of market trends, coverage changes, and carrier strategies Demonstrated thought leadership within Property & Casualty insurance Core Competencies Leadership and team development Accountability and follow‑through Collaborative mindset Client‑first thinking Strategic problem‑solving Strong operational discipline