Account Manager - Property & Casualty

Alera Group
Walnut Creek, California
Not Specified
Nov 14, 2022
Jan 13, 2023
Job Type
Not Specified
Career Level
Not Specified

At Legacy Risk, an Alera Group Company, our business continues to grow and we are seeking to add an experienced P&C Account Manager to join our Commercial Lines, the brokerage team.

Legacy Risk & Insurance Services, located in Walnut Creek, CA, is an insurance brokerage company offering risk management and commercial property/casualty insurance services to middle-market commercial clients in the western U.S. We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families.

Our highly skilled Account Managers build strong professional relationships with Legacy Risk clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.


The successful candidate must have exceptional depth and breadth of experience working primarily with medium to large size commercial accounts and possess a minimum of five to seven years of insurance agency experience in an account management role.

Experience managing commercial real estate accounts are preferred.

A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential.


  • This position requires a Bachelor's degree, professional certification, or equivalent training and education
  • Minimum 3 years of work experience in Property & Casualty and customer service.
  • Exceptional written and verbal communication skills are required.
  • Applied (EPIC) agency system experience is highly desirable.
  • Must be proficient in Microsoft Office including, Word, Excel, and Outlook.
  • Proven ability to meet deadlines and possess strong analytical and organizational skills.
  • A California insurance license is essential.
  • Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred.
Equal Opportunity Employment

We value individual contributions, superior customer service, high-performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. As a result, Legacy was recently honored with a 1st place ranking for 2018 Bay Area Best Places to Work by the San Francisco Business Times!

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.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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