Account Specialist

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

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Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

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Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

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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

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Role-specific learning paths

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Leadership development programs

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Technical and compliance training

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Industry certifications and continuing education support

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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

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Active Property & Casualty License preferred

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Ability to obtain required licensure within 3 months of hire

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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

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

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