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Account Executive

Alera Group

Berwyn, Pennsylvania

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JOB DETAILS
SKILLS
Analysis Skills, Asset Management, Bid Analysis, Brokerage, Business Skills, Business Support, Compensation and Benefits, Cross-Selling, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Service Operations, Customer Support/Service, Detail Oriented, Documentation, Employee Benefits, Establish Priorities, Follow Through, Industry/Trade Analysis, Insurance, Management Strategy, Market Trend Analysis, Mentoring, Mergers and Acquisitions, Multitasking, Needs Assessment, Negotiation Skills, Pricing, Problem Solving Skills, Property and Casualty Insurance, Proposal Development, Proposal Writing, Relationship Management, Retention Programs, Risk, Risk Analysis, Risk Management, Sales Management, Sales Prospecting, Team Lead/Manager, Team Player, Time Management, Underwriting
LOCATION
Berwyn, Pennsylvania
POSTED
1 day ago
OVERVIEW

Account Executive - Property & Casualty
Location: Hybrid

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Account Executive who will support risk strategy, 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.

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 ImpactClient Partnership & Risk Strategy
  • Serve as the primary point of contact and subject-matter expert for an assigned book of Property & Casualty clients
  • Conduct risk analysis reviews for clients and prospects to identify exposures and coverage needs
  • Lead renewal strategy, including gathering underwriting information, reviewing markets, and presenting coverage recommendations
  • Meet with clients regularly to conduct renewals, review coverage, and round out accounts
  • Cultivate strong relationships with senior decision-makers and day-to-day client contacts
  • Identify and pursue cross-sell opportunities within the existing book of business
Operational Excellence
  • Market accounts to carriers and negotiate terms to secure optimal coverage, service, and pricing
  • Prepare proposals, evaluations, and recommendations for coverage solutions across multiple lines
  • Maintain accurate and complete client files and documentation within agency systems
  • Work closely with Account Managers and internal service teams to ensure timely, accurate execution
  • Maintain strong working relationships with carrier partners and underwriters
  • Stay current on products, markets, and industry trends through continuing education
Growth & Retention
  • Drive client retention through proactive service, strategic recommendations, and relationship management
  • Support new business acquisition efforts through prospect engagement and proposal development
  • Identify appropriate solutions to address clients' risk and capital management needs
  • Contribute leadership within the service team by modeling professionalism, accountability, and collaboration

QUALIFICATIONS

What You BringRequired
  • Minimum of 5 years of experience as a Property & Casualty Account Executive
  • Active Property & Casualty insurance license
  • Strong understanding of commercial insurance coverages and risk management strategies
  • Proven ability to manage client relationships and lead renewal processes
  • Exceptional communication, negotiation, and relationship-building skills
  • Ability to multitask and prioritize in a fast-paced, collaborative environment
Preferred
  • Experience in a team leadership or mentoring role
  • Strong business acumen with a consultative approach to client service
Core Competencies
  • Client-first mindset
  • Analytical and strategic thinking
  • Relationship-building and influence
  • Integrity and ethical judgment
  • Attention to detail and follow-through
  • Collaboration and teamwork

ADDITIONAL INFORMATION

Compensation:
Salary range: $175,000 - $225,000 per year

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 isnBBTECH_RESERVED_C

About the Company

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Alera Group

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