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Senior Associate Account Executive

Alera Group

Melville, New York

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Asset Management, Auto Insurance, Billing, Brokerage, Business Support, Change Requests/Orders, Commercial Real Estate, Corporate Policies, Customer Support/Service, Documentation, Employee Benefits, Financial Services, Insurance, Insurance Documentation, Management Strategy, Marketing, Policy Development, Pricing, Project Tracking, Property and Casualty Insurance, Retirement Plan, Risk Management, Sales Management, Team Player, Time Management, Underwriting, Wealth Management
LOCATION
Melville, New York
POSTED
Today
OVERVIEW

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.
RESPONSIBILITIES

What You'll Do / Your ImpactClient 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 c

About the Company

A

Alera Group

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