Account Executive

Overview Account Executive About Alera Group Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions. Why Join Alera Group? Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another. Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization. Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success. The Opportunity At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As an Account Executive , you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. Responsibilities Build and maintain trusted relationships by delivering responsive, proactive client service. Partner with producers, account managers, carriers, and internal teams to deliver customized insurance solutions. Manage day-to-day account activity, ensuring accuracy, compliance, and timely execution. Coordinate renewals, policy changes, certificates, endorsements, claims support, and other client service activities, as applicable. Identify opportunities to improve client service, strengthen relationships, and support business growth. Leverage agency management systems and technology to maintain accurate client information and workflow efficiency. Stay current on industry trends, market conditions, and carrier offerings to better support clients. Contribute to a collaborative team environment focused on delivering exceptional client experiences. Qualifications Required Qualifications 5+ years of experience in Property & Casualty insurance, client service, account management, underwriting, claims, sales support, or a related field. Strong communication, organizational, and relationship-building skills. Ability to manage multiple priorities while delivering exceptional client service. Proficiency with Microsoft Office and agency management systems. Licensure: Active Property & Casualty Insurance License Preferred Qualifications Experience working in an independent insurance agency or brokerage. Experience with Applied Epic or other Agency Management Systems. Professional designations such as CISR, CIC, CRM, CPCU, ARM, or similar. Experience supporting commercial or personal lines clients. Benefits Eligible colleagues enjoy a comprehensive benefits package including: Medical, dental, and vision insurance Life and disability coverage 401(k) Generous paid time off Professional development and career growth opportunities Benefits and EEO Language Work Arrangement This position is Remote Remote: This role is primarily remote. Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams. 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-SE1 #LI-Remote