Senior Associate Account Executive
Alera Group
Melville, New York
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JOB DETAILS
SALARY
$150,000–$170,000 Per Year
JOB TYPE
Full-time
SKILLS
Accounting, Administrative Skills, Alliance/Partner Management, Asset Management, Auto Insurance, Billing, Brokerage, Business Support, Change Requests/Orders, Commercial Real Estate, Communication Skills, Corporate Policies, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Employee Benefits, Financial Services, Follow Through, Identify Issues, Insurance, Insurance Documentation, Leadership, Management Strategy, Marketing, Mentoring, Organizational Skills, Policy Development, Presentation/Verbal Skills, Pricing, Problem Solving Skills, Project Tracking, Property Management, Property and Casualty Insurance, Relationship Management, Retirement Plan, Risk, Risk Management, Sales Management, Team Player, Time Management, Underwriting, Wealth Management, Writing Skills
LOCATION
Melville, New York
POSTED
1 day ago
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Senior Associate Account Executive to serve as a trusted advisor to complex middle market commercial clients by delivering exceptional client service, developing customized insurance solutions, and supporting long-term client success.
The Senior Associate Account Executive provides advanced account management and administrative support to Account Executives and Senior Account Executives serving Commercial Property & Casualty clients. This individual works with a greater degree of independence, supports more complex accounts, and may independently manage a smaller book of business. The role is responsible for coordinating policy service, renewals, marketing activities, billing, and agency management system documentation while delivering responsive, accurate service to clients and internal partners.
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.
What You’ll Do / Your Impact
Client Partnership & Risk Strategy
- Provide responsive day-to-day service for an assigned Commercial Property & Casualty book of business.
- Process endorsements and policy change requests, ensuring requests are completed accurately and promptly.
- Issue master certificates of insurance and coordinate the creation and distribution of certificates of insurance and automobile identification cards.
- Request necessary information from producers and clients to support timely policy servicing, accurate recordkeeping, and successful renewals.
- Independently service and manage a smaller book of business while partnering with Account Executives and Senior Account Executives on larger or more complex accounts.
- Communicate with clients, producers, underwriters, carriers, and internal partners regarding policy changes, coverage documentation, renewals, and other service needs.
Operational Excellence
- Coordinate policy checking and the completion of related service activities with designated remote support partners.
- Maintain and update suspenses and action items, ensuring all requests and deadlines are handled in a timely manner.
- Bill endorsements, policy changes, and renewals accurately and promptly.
- Maintain complete and accurate client and policy documentation within the agency management system in accordance with company policies and procedures.
- Ensure policy and client records are updated promptly to support accurate invoicing by the Accounting department.
- Coordinate loss run requests and follow up as needed.
- Prepare binders, policy changes, contract data, and other documentation for clients.
- Help oversee work assigned to remote support staff and escalate service concerns to the Senior Account Executive or senior management when appropriate.
Strategic Contribution
- Coordinate new business and renewal activities in partnership with Account Executives, Senior Account Executives, producers, Marketing, and other internal partners.
- Prepare new business and renewal submissions using complete and accurate client and exposure information.
- Review quotations and assist with coverage and pricing comparisons under the guidance of a Senior Account Executive when needed.
- Prepare client-facing proposals and renewal materials.
- Work with the Marketing department on new and renewal business placement activities.
- Oversee assigned renewals and provide internal and external support throughout the renewal process.
- Serve as a resource to less experienced team members and assist with training or mentorship when needed.
- Identify service issues, missing information, or upcoming deadlines and take initiative to move work forward.
What You Bring
Required
- At least five years of Commercial Property & Casualty insurance or related account management experience.
- Active Property & Casualty insurance license or willingness and ability to obtain the required license within six months of employment.
- Experience processing endorsements, policy changes, certificates of insurance, and other commercial insurance service requests.
- Experience supporting or managing Commercial Property & Casualty renewals.
- Experience using an agency management system to maintain accurate client and policy records.
- Strong organizational, time-management, and follow-through skills.
- Effective written and verbal communication skills.
- Ability to work independently, manage competing priorities, and escalate issues appropriately.
- Strong client-service orientation and attention to detail.
Preferred
- Some college coursework or an associate degree.
- Experience supporting larger or more complex Commercial Property & Casualty accounts.
- Experience independently managing a smaller commercial book of business.
- Experience preparing submissions, reviewing quotations, and assisting with client proposals.
- Experience coordinating work with remote service or administrative support teams.
- Experience training or mentoring less experienced team members.
Core Competencies
- Organization and attention to detail
- Time and priority management
- Written and verbal communication
- Initiative and independent judgment
- Client and customer focus
- Commercial insurance technical proficiency
- Collaboration and relationship management
- Accountability and follow-through
- Problem-solving
- Training and mentorship
Compensation:
Salary range: $150,000 – $170,000 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
Travel is not regularly expected for this position.
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 (If Applicable)
- Active Property & Casualty Broker's License
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.
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About the Company
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