Account Specialist
Dickerson Group, Portland, OR, United States
OVERVIEW
Account Specialist – Property & Casualty
Location: Hybrid
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 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 support Account Managers and Account Executives by delivering timely, consistent, and high-quality service that drives customer satisfaction and client retention. In this role, you’ll assist with marketing, renewals, policy processing, and day‑to‑day service needs—helping the team move efficiently from submission through policy delivery.
Why Alera Group
Be the service engine:
Support a book of business (or partner with an SAM/AE on complex accounts) and help deliver an excellent client experience.
Build technical depth:
Expand your commercial lines knowledge through hands‑on work with submissions, endorsements, certificates, and policy review.
Grow through collaboration:
Work closely with producers, carriers, and internal teams in a fast‑paced environment where accuracy and follow‑through matter.
RESPONSIBILITIES What You'll Do / Your Impact
Account Service & Carrier Submissions
Assist in preparation of quality submissions to carriers on behalf of clients and prospects.
Review and analyze quotations received from carriers; help compare terms, conditions, and pricing.
Prepare professional proposals and pre‑renewal materials for client presentation.
Quote online small business when applicable.
Policy Processing, Endorsements & Certificates
Request and review endorsements for accuracy; perform final policy checks before delivery to clients.
Prepare and deliver timely binders and invoices upon binding of coverage; secure premium financing when needed.
Prepare liability and property certificate templates and issue certificates.
Process premium audits and support resolution of complex audits and disputes.
Client, Producer & Internal Collaboration
Follow up in a timely, professional manner with clients, carriers, producers, and peers; maintain and prioritize workload.
Perform contract review with respect to insurance requirements; review contractual insurance requirements as needed.
Maintain client data and correspondence in agency systems (Sagitta, ImageRight, Indio); participate in monthly renewal meetings.
Prepare premium allocations and 5‑year snapshots; submit detailed claims to the claims department when needed.
QUALIFICATIONS What You Bring
Required
2+ years of insurance industry experience (commercial lines preferred)
Active resident state insurance agent license
Strong working knowledge of commercial coverages and common servicing workflows
Proficiency in Microsoft Office (Excel, Outlook, Word) and comfort working in agency systems.
Preferred
Agency management system experience; AMS Sagitta, ImageRight, and Indio preferred
Industry‑related certifications/designations
College degree preferred (or equivalent work experience)
Core Competencies
Strong oral and written communication skills
Solutions‑oriented approach to delivering service
Strong work ethic with timely follow‑up, attention to detail, and dependability
Ability to work within a team and independently; proactive and organized
Technical aptitude to learn carrier requirements, underwriting guidelines, and agency systems
ADDITIONAL INFORMATION Compensation Salary range: $24 to $31 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
Active resident state insurance agent license (as required for the role)
Commitment to ongoing continuing education to maintain active licensure
Industry‑related certifications encouraged based on role requirements
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.
Location Type Hybrid - 2 or less days in office
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Location: Hybrid
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 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 support Account Managers and Account Executives by delivering timely, consistent, and high-quality service that drives customer satisfaction and client retention. In this role, you’ll assist with marketing, renewals, policy processing, and day‑to‑day service needs—helping the team move efficiently from submission through policy delivery.
Why Alera Group
Be the service engine:
Support a book of business (or partner with an SAM/AE on complex accounts) and help deliver an excellent client experience.
Build technical depth:
Expand your commercial lines knowledge through hands‑on work with submissions, endorsements, certificates, and policy review.
Grow through collaboration:
Work closely with producers, carriers, and internal teams in a fast‑paced environment where accuracy and follow‑through matter.
RESPONSIBILITIES What You'll Do / Your Impact
Account Service & Carrier Submissions
Assist in preparation of quality submissions to carriers on behalf of clients and prospects.
Review and analyze quotations received from carriers; help compare terms, conditions, and pricing.
Prepare professional proposals and pre‑renewal materials for client presentation.
Quote online small business when applicable.
Policy Processing, Endorsements & Certificates
Request and review endorsements for accuracy; perform final policy checks before delivery to clients.
Prepare and deliver timely binders and invoices upon binding of coverage; secure premium financing when needed.
Prepare liability and property certificate templates and issue certificates.
Process premium audits and support resolution of complex audits and disputes.
Client, Producer & Internal Collaboration
Follow up in a timely, professional manner with clients, carriers, producers, and peers; maintain and prioritize workload.
Perform contract review with respect to insurance requirements; review contractual insurance requirements as needed.
Maintain client data and correspondence in agency systems (Sagitta, ImageRight, Indio); participate in monthly renewal meetings.
Prepare premium allocations and 5‑year snapshots; submit detailed claims to the claims department when needed.
QUALIFICATIONS What You Bring
Required
2+ years of insurance industry experience (commercial lines preferred)
Active resident state insurance agent license
Strong working knowledge of commercial coverages and common servicing workflows
Proficiency in Microsoft Office (Excel, Outlook, Word) and comfort working in agency systems.
Preferred
Agency management system experience; AMS Sagitta, ImageRight, and Indio preferred
Industry‑related certifications/designations
College degree preferred (or equivalent work experience)
Core Competencies
Strong oral and written communication skills
Solutions‑oriented approach to delivering service
Strong work ethic with timely follow‑up, attention to detail, and dependability
Ability to work within a team and independently; proactive and organized
Technical aptitude to learn carrier requirements, underwriting guidelines, and agency systems
ADDITIONAL INFORMATION Compensation Salary range: $24 to $31 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
Active resident state insurance agent license (as required for the role)
Commitment to ongoing continuing education to maintain active licensure
Industry‑related certifications encouraged based on role requirements
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.
Location Type Hybrid - 2 or less days in office
#J-18808-Ljbffr