Account Specialist
Job Description
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 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 client servicing 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
- 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:
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
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.
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.
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Location Type
Hybrid - 2 or less days in office
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
What You’ll Do / Your Impact
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