Account Executive
Dickerson Group, Placentia, CA, United States
OVERVIEW
Account Executive – 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 Executive
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, claims support, sales growth, underwriting, analytics, etc.
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
Participate in monthly renewal strategy meetings with Producers to manage timelines and deliverables
Provide technical support to Producers by reviewing quotations and proposals, identifying client exposures, and recommending appropriate coverage solutions
Assist in coordinating property and casualty claims through internal claims resources
Build and maintain strong relationships with carriers and internal partners
Operational Excellence
Facilitate applications for new and renewal business, ensuring accurate documentation and timely binding
Maintain accurate and up‑to‑date records within the client management system, including applications, activities, and policy changes
Process and review endorsements and policies for accuracy, ensuring compliance with agency standards
Stay informed on market trends and carrier appetite to support effective placement and service delivery
Attend relevant training and educational programs and adhere to organizational policies and procedures
Strategic Contribution
Identify opportunities to improve workflow efficiency, productivity, and cost effectiveness
Recommend and implement process improvements that support company objectives
Support retention and growth initiatives through proactive service and technical expertise
QUALIFICATIONS What You Bring Required
3+ years of experience in Commercial Lines Property & Casualty insurance
Experience managing general liability, commercial property, business auto, and umbrella policies
Prior experience working with an insurance agency, brokerage, or carrier
Active Property & Casualty insurance license
Proficiency with Microsoft applications and agency management systems
Strong organizational skills with the ability to manage deadlines in a fast‑paced environment
Preferred
Experience working with Applied Epic, Salesforce, or similar systems
Strong analytical and problem‑solving skills
Core Competencies
Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Technical accuracy and judgment
Continuous improvement mindset
ADDITIONAL INFORMATION Compensation: Salary range: $80,000 – $100,000 per year Eligible for performance-based bonus: Yes
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 Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.
Ability to obtain required licensure within X 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.
#J-18808-Ljbffr
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 Executive
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, claims support, sales growth, underwriting, analytics, etc.
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
Participate in monthly renewal strategy meetings with Producers to manage timelines and deliverables
Provide technical support to Producers by reviewing quotations and proposals, identifying client exposures, and recommending appropriate coverage solutions
Assist in coordinating property and casualty claims through internal claims resources
Build and maintain strong relationships with carriers and internal partners
Operational Excellence
Facilitate applications for new and renewal business, ensuring accurate documentation and timely binding
Maintain accurate and up‑to‑date records within the client management system, including applications, activities, and policy changes
Process and review endorsements and policies for accuracy, ensuring compliance with agency standards
Stay informed on market trends and carrier appetite to support effective placement and service delivery
Attend relevant training and educational programs and adhere to organizational policies and procedures
Strategic Contribution
Identify opportunities to improve workflow efficiency, productivity, and cost effectiveness
Recommend and implement process improvements that support company objectives
Support retention and growth initiatives through proactive service and technical expertise
QUALIFICATIONS What You Bring Required
3+ years of experience in Commercial Lines Property & Casualty insurance
Experience managing general liability, commercial property, business auto, and umbrella policies
Prior experience working with an insurance agency, brokerage, or carrier
Active Property & Casualty insurance license
Proficiency with Microsoft applications and agency management systems
Strong organizational skills with the ability to manage deadlines in a fast‑paced environment
Preferred
Experience working with Applied Epic, Salesforce, or similar systems
Strong analytical and problem‑solving skills
Core Competencies
Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Technical accuracy and judgment
Continuous improvement mindset
ADDITIONAL INFORMATION Compensation: Salary range: $80,000 – $100,000 per year Eligible for performance-based bonus: Yes
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 Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.
Ability to obtain required licensure within X 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.
#J-18808-Ljbffr