Account Specialist

OVERVIEW Account Specialist – Property & Casualty Location: Hybrid, local to Watertown, New York At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Account Specialist who will support risk strategy, 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 risk management, client servicing, underwriting, analytics 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 Serve as a primary service contact for assigned personal lines clients Handle service requests related to quoting, binding, endorsements, renewals, and coverage changes Proactively anticipate client needs and support Advisors by delivering responsive, high‑touch service Provide clear explanations of coverages, recommendations, and comparisons to clients Identify opportunities to round accounts, upsell, and cross‑sell additional coverages Operational Excellence Manage day‑to‑day servicing activities in accordance with agency procedures and insurance regulations Maintain accurate and timely correspondence, documentation, and records within client management systems Utilize carrier websites for rating, endorsements, billing, and document retrieval Demonstrate efficient use of agency management and rating systems Adhere to documented workflows, procedures, and best practices Strategic Contribution Support marketing and negotiation activities by maintaining knowledge of carrier products and markets Negotiate favorable outcomes by understanding and anticipating carrier perspectives Participate in special projects and assignments as requested Contribute to a collaborative team environment by sharing knowledge and best practices Pursue ongoing training and development opportunities to enhance technical and professional skills QUALIFICATIONS What You Bring Required 1+ years of experience in Property & Casualty insurance in an account management, sales, or marketing role Active State Property & Casualty insurance license Strong verbal and written communication skills with the ability to explain insurance concepts clearly High attention to detail with strong organizational and time‑management skills Proficiency in Microsoft Office products Ability to manage multiple priorities and meet time‑sensitive deadlines Preferred Bachelor’s degree. Experience working with agency management and rating systems Demonstrated ability to build strong client and carrier relationships Core Competencies Detail orientation and accuracy Accountability and ownership Collaborative mindset and teamwork Client‑first thinking Strong communication and relationship‑building skills Problem‑solving and independent decision‑making ADDITIONAL INFORMATION Compensation: Hourly range: $23 – $24 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 (If Applicable) This position may require: Active State Property & Casualty License Ability to obtain required licensure within 12 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. #LI-WZ1 #LI-Hybrid Location Type Hybrid - 2 or less days in office What You'll Do / Your Impact Client Partnership & Risk Strategy Serve as a primary service contact for assigned personal lines clients Handle service requests related to quoting, binding, endorsements, renewals, and coverage changes Proactively anticipate client needs and support Advisors by delivering responsive, high‑touch service Provide clear explanations of coverages, recommendations, and comparisons to clients Identify opportunities to round accounts, upsell, and cross‑sell additional coverages Operational Excellence Manage day‑to‑day servicing activities in accordance with agency procedures and insurance regulations Maintain accurate and timely correspondence, documentation, and records within client management systems Utilize carrier websites for rating, endorsements, billing, and document retrieval Demonstrate efficient use of agency management and rating systems Adhere to documented workflows, procedures, and best practices Strategic Contribution Support marketing and negotiation activities by maintaining knowledge of carrier products and markets Negotiate favorable outcomes by understanding and anticipating carrier perspectives Participate in special projects and assignments as requested Contribute to a collaborative team environment by sharing knowledge and best practices Pursue ongoing training and development opportunities to enhance technical and professional skills What You Bring Required 1+ years of experience in Property & Casualty insurance in an account management, sales, or marketing role Active State Property & Casualty insurance license Strong verbal and written communication skills with the ability to explain insurance concepts clearly High attention to detail with strong organizational and time‑management skills Proficiency in Microsoft Office products Ability to manage multiple priorities and meet time‑sensitive deadlines Preferred Bachelor's degree. Experience working with agency management and rating systems Demonstrated ability to build strong client and carrier relationships Core Competencies Detail orientation and accuracy Accountability and ownership Collaborative mindset and teamwork Client‑first thinking Strong communication and relationship‑building skills Problem‑solving and independent decision‑making