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 skillsProblem‑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

#J-18808-Ljbffr