Account Associate

Alera Group is looking for an Account Associate. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

• Assist Producer by preparing accurate coverage summaries, stewardship reports, and other client-facing documents for prospects and existing clients

• Help identify client needs and recommend appropriate Property & Casualty (P&C) insurance solutions

• Coordinate with service team to ensure renewal and new business timelines are being met

• Track and update sales activity and client communications in CRM or agency management software.

• Assist in new business submissions to prepare for appropriate delivery to service teams

• Assist clients and prospects with implementation and/or presentation of risk management tools to help control risk

• Proactively manage account renewals by communicating expiration dates and assisting clients with necessary documentation

• Serve as a point of contact for clients regarding elevated issues such as complex claims, risk management advice, and contract reviews

• Educate clients on policy details, coverage changes, and risk management strategies to enhance satisfaction

• Prepare client correspondence, reports, and documentation to support account activities

• Uphold confidentiality and ensure compliance with company policies and industry regulations

• High school diploma or equivalent required; associate or bachelor’s degree preferred

• 1+ years of experience in property & casualty insurance, client service, or sales support

• Solid understanding of P&C insurance products, including:

  • Commercial auto

  • General liability

  • Property

  • Excess

  • Workers’ compensation

• Proficient with insurance management software and Microsoft Office Suite

• Preferred: Insurance certifications such as CIC, CRM, ARM, or equivalent

• Preferred: Experience with CRM software and sales tracking tools

• Preferred: Knowledge of insurance regulatory requirements and underwriting processes

• Self-motivated with a proactive approach to sales and service activities

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $70K to $75K per year.

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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