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Account Executive

Alera Group

Melville, New York

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JOB DETAILS
SKILLS
ARM (Advanced RISC Machine), Asset Management, Brokerage, Business Skills, Business Support, Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Documentation, Employee Benefits, Financial Services, Health Informatics, Insurance, Insurance Certifications, Maintain Compliance, Management Strategy, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Multitasking, Negotiation Skills, Organizational Development/Management, Policy Analysis, Presentation/Verbal Skills, Pricing, Process Development, Process Improvement, Property and Casualty Insurance, Proposal Development, Regulatory Compliance, Regulatory Requirements, Retirement Plan, Risk, Risk Analysis, Risk Management, Sales Management, Sales Presentation, Sales Support, Service Delivery, Strategic Planning, Team Player, Time Management, Underwriting, Wealth Management, Writing Skills
LOCATION
Melville, New York
POSTED
4 days ago
OVERVIEW

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 Executive to serve as a trusted advisor to middle market commercial clients by delivering exceptional client service, developing customized insurance solutions, and supporting long-term client success. In this role, you'll lead the renewal process, develop marketing strategies, manage complex client accounts, and collaborate with producers, carriers, account managers, and internal operations teams to deliver tailored risk management solutions. Success in this position requires strong technical expertise, relationship-building skills, and a proactive approach to client advocacy and operational excellence.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest privately held insurance brokerage, wealth management, and retirement plan advisory firm in the United States. We are passionate about helping our clients achieve their goals through innovative solutions in Employee Benefits, Property & Casualty Insurance, Wealth Services, and Retirement Plan Services.

With a nationwide network of offices, we combine the strength and resources of a national organization with the personalized service and local expertise our clients value most.

Why Alera Group
  • Meaningful Impact: Help clients navigate complex risk management and insurance strategies that protect their businesses and support long-term success.
  • Growth & Learning: Expand your commercial insurance expertise while partnering with experienced professionals across a variety of industries and markets.
  • Collaborative Culture: Join a team-oriented environment built on accountability, partnership, and the principles of The Collaborative Way.
  • Career Development: Access ongoing learning opportunities, professional development resources, and advancement within one of the nation's fastest-growing insurance and financial services firms.
RESPONSIBILITIES

What You'll Do / Your ImpactClient Partnership & Risk Strategy
  • Support clients with coverage placement renewals claims coordination policy analysis and ongoing service needs
  • Collaborate with carriers and underwriters to secure optimal coverage terms pricing and outcomes
  • Serve as the primary client contact building strong relationships and advising on risk and coverage strategies
  • Contribute to retention and growth initiatives by identifying opportunities to expand services and strengthen client engagement
Operational Excellence
  • Maintain accurate documentation in agency management systems such as AMS360 or EPIC
  • Ensure compliance with regulatory requirements internal procedures and policy accuracy standards
  • Manage renewal timelines marketing processes and deliverables across assigned accounts
  • Support audits reporting and policy review processes as needed
  • Coordinate with internal teams to ensure consistent and timely client service delivery
Strategic Contribution
  • Assist in identifying coverage gaps risk exposures and mitigation strategies
  • Partner on new business opportunities including proposal development and client presentations
  • Support cross sell initiatives across lines of business
  • Contribute to process improvements and overall service enhancement initiatives

QUALIFICATIONS

What You BringRequired
  • Bachelor's degree
  • Minimum of 10 years of related commercial insurance experience
  • Active New York State (NYS) Property & Casualty (P&C) License
  • Strong client communication and relationship management skills
  • Ability to manage multiple priorities in a fast-paced environment

Preferred
  • Professional insurance designations or certifications (e.g., CIC, CPCU, CRM, ARM)
  • Experience with agency management systems such as AMS and ImageRight
  • Advanced proficiency in Microsoft Office Suite, including Excel
Core Competencies
  • Business acumen
  • Marketing and negotiation skills
  • Organizational effectiveness
  • Excellent verbal and written communication
  • Collaboration and teamwork
  • Client-focused approach

ADDITIONAL INFORMATION

Compensation:
Salary range: $150,000 - $170,000 per year

Benefits:

About the Company

A

Alera Group

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