P&C Account Executive at Alera Group

Alera Group is looking for a P&C Account Executive. 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.

• Take primary ownership of assigned clients by managing service plan requirements, including policy processing, invoicing, renewals, new business submissions, RFIs, quote reviews, and proposal preparation.

• Build and maintain strong client relationships by addressing specific needs, resolving service challenges, and managing claims or concerns.

• Lead client meetings with a structured process to set clear expectations, ask key questions, and demonstrate confidence in recommendations.

• Accurately document all client conversations and interactions within the agency management system.

• Support retention and growth by following the company’s new account hand-off process and strengthening existing client relationships.

• Collaborate with the Sales and P&C Teams by participating in trade shows, identifying workflow/technology efficiencies, and improving service based on client feedback.

• Provide backup support for colleagues to ensure continuity of service and team success.

• 5+ years of licensed P&C account management experience, including commercial lines in an agency setting.

• Strong knowledge of insurance products, markets, and professional liability coverage.

• Proficiency with Applied systems and related insurance technology tools.

• Excellent written, verbal, and interpersonal communication skills.

• Exceptional organizational, analytical, and problem-solving abilities with strong decision-making skills.

• Proven ability to multi-task, manage competing priorities, and lead or mentor others effectively.

• Bachelor’s degree with integrity, ambition, and a commitment to continuous learning and professional growth.

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.

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-AM2

#LI-Hybrid