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Job Analysis:
The Small Business Project Manager role at Alera Group centers on orchestrating key initiatives that enhance operational efficiency and client service quality within the Property & Casualty (P&C) insurance domain. Fundamentally, this person is hired to lead and streamline complex projects that touch multiple facets of small business operations—from managing detailed client data and account recoding in agency management systems (AMS), to overseeing policy migrations and consolidating carrier relationships. The role demands a nuanced understanding of P&C insurance workflows, producer and carrier structures, and service center transitions. This means the candidate must not only handle project timelines and documentation but also navigate diverse stakeholder interests including producers, account managers, carriers, and leadership teams. Success here involves delivering projects that reduce operational redundancies, ensure data integrity, and improve service delivery, thereby enabling Alera’s leadership to maintain competitive advantage and operational clarity. The challenges include balancing detailed technical work with high-level strategic collaboration and managing transitions that can be prone to disruption if not handled meticulously.
Company Analysis:
Alera Group positions itself as a dynamic, mid-sized leader in the US insurance brokerage and risk management industry, distinguished by its rapid growth since 2017 and its innovative approach through collaborative, integrated service delivery. The company’s emphasis on intentional collaboration across a geographically dispersed network speaks to a culture that values connectivity, transparency, and shared success. For a Small Business Project Manager, this environment likely means working within a fast-evolving organization that encourages cross-functional teamwork and values precision alongside innovation. The decentralization (multiple offices nationwide) and virtual work environment point to strong reliance on self-direction, communication skills, and remote collaboration capabilities. Given Alera’s mission to reimagine client experiences by uniting holistic solutions, this role sits strategically to support operational excellence behind the scenes—a critical enabler of the company’s growth and market positioning. The candidate can expect significant visibility with diverse internal teams and carriers, requiring adaptability and initiative to align project goals with broader company objectives.