Account Specialist

OVERVIEW

Account Specialist - Property & Casualty

Location: Remote

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 Specialist who will support 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.

This role will focus on client servicing and collaborate with producers, account managers, carriers, clients, internal operations teams.

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

Responsibilities vary depending on the specific corporate function but may include:

• Supporting strategic initiatives that drive operational excellence and high‑quality client service within the Personal Lines practice
• Partnering with Account Managers and Producers to support daily servicing activities and workflow execution
• Managing functional workflows related to quoting, policy changes, endorsements, cancellations, and issuance of new policies
• Completing quotes using comparative rating tools and carrier websites
• Processing policy endorsements, cancellations, proof of insurance, and "what‑if" quotes on behalf of team members
• Performing daily system downloads and maintaining accurate records in agency systems
• Supporting administrative and operational tasks that ensure timely and accurate service delivery
• Participating in self‑study, webinars, and one‑on‑one training to build technical knowledge and prepare for advancement
• Analyzing information to support accurate coverage placement and service outcomes
• Ensuring compliance with organizational policies, insurance regulations, and internal workflows
• Contributing to a collaborative culture that supports colleagues across Alera Group's national network

QUALIFICATIONS

What You Bring

• Experience in a client service, administrative, or insurance support role preferred
• Basic knowledge of personal lines insurance products and coverage
• Strong organizational and time‑management skills with the ability to prioritize work
• Excellent written and verbal communication abilities
• Analytical mindset with attention to detail and problem‑solving skills
• Proficiency in Microsoft Office Suite and agency systems used within the Personal Lines function
• Active Property & Casualty license for Washington state, or ability to obtain licensure within 60 days

What Sets You Up for Success

• Ability to work effectively in a collaborative, fast‑paced environment
• Strong sense of accountability and ownership for work quality and deadlines
• Curiosity and willingness to continuously learn personal insurance products and workflows
• Strategic thinking with the ability to balance speed and accuracy
• Commitment to supporting a performance‑based and client‑focused culture
• Motivation to grow into an Account Manager role and beyond

ADDITIONAL INFORMATION

Compensation:

Hourly range: $24 - $26 per hour

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 isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications

This position may require:

• Active Property & Casualty License required

• Ability to obtain required licensure within 3 months of hire

• Ongoing continuing education to maintain active status

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-Hybrid

Location Type

Remote