OVERVIEW

Account Specialist – Property & Casualty
Location: Remote, Preference to Tacoma, WA or Denver, CO

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking an Account Specialist 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.

This role will focus on client servicing 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

Support service requests by assisting with carrier submissions, quote reviews, and proposal preparation
Participate in renewal meetings and collaborate with Producers and Account Managers
Ensure timely, professional follow‑up with clients, carriers, and internal team members

Operational Excellence

Process endorsements, audits, certificates, claims, binders, and related policy documentation
Conduct contract reviews for insurance compliance
Perform final policy checks, premium allocations, and premium financing arrangements
Complete ACORD applications and quote small business policies online
Maintain accurate client records and correspondence within agency management systems
Stay current on carrier underwriting guidelines and internal procedures

Strategic Contribution

Assist in training and mentoring Account Assistants
Maintain required licenses, certifications, and training requirements
Support additional projects and duties as assigned

QUALIFICATIONS

What You Bring

Required

Minimum of 2 years of Property & Casualty insurance experience
Active resident state Property & Casualty insurance license
Strong organizational skills with attention to detail
Ability to manage multiple priorities in a dynamic environment
Strong verbal and written communication skills

Preferred

Industry‑related certifications
Experience with agency management systems such as Sagitta, ImageRight, and Indio
College degree or equivalent professional experience

Core Competencies

Detail orientation and accuracy
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong time management and organization
Proactive problem‑solving

ADDITIONAL INFORMATION

Compensation:
Hourly range: $20 – $30 per hour

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 Remote with preference to Tacoma, WA or Denver, CO

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 may require:

Active Property & Casualty License preferred
Ability to obtain required licensure within 3 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.

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Location Type

Remote

Learn more about this Employer on their Career Site