Account Specialist

Overview

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.

Responsibilities

• 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
• 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
• 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
• Aid in training and mentoring Account Assistants as needed
• Identify opportunities to improve service workflows and overall client experience

Qualifications

• 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: Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more
• Work Model: Hybrid (2 or less days in office)
• Professional Development: Alera Group Academy provides structured development opportunities designed to help you expand your expertise and build a meaningful career
• 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