Account Specialist

OVERVIEW
Account Specialist – Property & Casualty

Location:

Remote

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 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, and 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
Client Partnership & Risk Strategy

Support service requests by assisting with carrier submissions, quote reviews, and proposal preparation

Participate in renewal meetings and collaborate with Producers and Account Managers

Ensure timely, professional follow‑up with clients, carriers, and internal team members

Operational Excellence

Process endorsements, audits, certificates, claims, binders, and related policy documentation

Conduct contract reviews for insurance compliance

Perform final policy checks, premium allocations, and premium financing arrangements

Complete ACORD applications and quote small business policies online

Maintain accurate client records and correspondence within agency management systems

Stay current on carrier underwriting guidelines and internal procedures

Strategic Contribution

Assist in training and mentoring Account Assistants

Maintain required licenses, certifications, and training requirements

Support additional projects and duties as assigned

Qualifications
What You Bring
Required

Minimum of 2 years of Property & Casualty insurance experience

Active resident state Property & Casualty insurance license

Strong organizational skills with attention to detail

Ability to manage multiple priorities in a dynamic environment

Strong verbal and written communication skills

Preferred

Industry‑related certifications

Experience with agency management systems such as Sagitta, ImageRight, and Indio

College degree or equivalent professional experience

Core Competencies

Detail orientation and accuracy

Accountability and follow‑through

Collaborative mindset

Client‑first thinking

Strong time management and organization

Proactive problem‑solving

Additional Information
Compensation:

Hourly range: $20 – $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:

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.

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
This position may require:

Active Property & Casualty License preferred

Ability to obtain required licensure within 3 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.

Location Type: Hybrid - 2 or less days in office

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