OVERVIEW

Account Specialist – 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 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 & Relationship Partnership

Support Property & Casualty clients by assisting with service requests and policy administration
Collaborate with producers, account managers, carriers, and internal team members to ensure seamless execution of client deliverables
Contribute to client retention and satisfaction through timely, professional communication and follow‑through

Operational & Strategic Execution

Support key servicing processes including carrier submissions, quote review, proposal preparation, endorsements, audits, certificates, claims, and binders
Conduct contract reviews to ensure insurance compliance and perform final policy checks, premium allocations, and premium financing arrangements
Complete Acord forms and quote small business policies using carrier portals
Maintain accurate client records and correspondence within agency systems such as Sagitta, ImageRight, and Indio
Ensure accuracy, compliance, and alignment with underwriting guidelines, regulatory requirements, and internal best practices

Growth & Innovation

Participate in renewal meetings and support renewal preparation activities
Maintain required certifications and complete ongoing training to stay current on carrier guidelines and product offerings
Assist with training and mentoring Account Assistants as needed
Identify opportunities to improve service workflows and overall client experience

QUALIFICATIONS

What You Bring

Required

2+ years of experience in the Property & Casualty insurance industry
Experience in insurance servicing, account support, or client service roles
Active resident state Property & Casualty insurance license
Strong communication and relationship management skills
Ability to manage multiple priorities in a dynamic, team‑oriented environment

Preferred

Industry‑related certifications
College degree or equivalent professional experience
Experience with agency management and document management systems
Strong analytical and problem‑solving capability

Core Competencies

Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking

ADDITIONAL INFORMATION

Compensation:
Hourly range: $25 – $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 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 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

Hybrid - 2 or less days in office

Learn more about this Employer on their Career Site