Account Executive
Alera Group, Inc., Placentia, CA, United States
Overview
Commercial Lines Account Executive – Property & Casualty
Location Hybrid
About Alera Group 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.
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 commercial risk management with mid‑market accounts and collaborate with Producers and Account Managers to provide exceptional client service.
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
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 Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
Role‑specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge‑sharing communities
Licensure & Certifications (If Applicable)
Active Property & Casualty License
Ongoing continuing education to maintain active status
Equal Employment Opportunity 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.
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Location Hybrid
About Alera Group 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.
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 commercial risk management with mid‑market accounts and collaborate with Producers and Account Managers to provide exceptional client service.
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
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 Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
Role‑specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support
Peer learning and knowledge‑sharing communities
Licensure & Certifications (If Applicable)
Active Property & Casualty License
Ongoing continuing education to maintain active status
Equal Employment Opportunity 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.
#J-18808-Ljbffr