Account Specialist

Overview

Account Specialist

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

The Opportunity

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As an Account Specialist, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

Responsibilities

• Process service-related requests including certificates, endorsements, cancellations, auto identification cards, and policy binders
• Order loss runs, update renewal information, and gather applications and supporting documents for the pre-renewal process
• Assist Account Managers with policy checking, premium audits, and premium finance arrangements
• Develop working knowledge of carrier websites, online tools, and rating systems
• Maintain accurate client records and documentation within agency management systems and document management platforms
• Support the renewal process by coordinating information and assisting with account servicing activities
• Establish and maintain positive working relationships with carrier representatives, clients, and colleagues
• Participate in assigned training programs and professional development activities

Qualifications

Required Qualifications

• High school diploma or equivalent required
• Strong verbal and written communication skills
• Proficiency with Microsoft Office applications including Word, Excel, and Outlook
• Strong organizational skills with exceptional attention to detail
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong customer service skills and commitment to service excellence
• Ability to work independently and as part of a collaborative team
• Resident State Insurance License required or ability to obtain within two months of employment

Preferred Qualifications

• Previous insurance industry experience
• Experience using agency management systems, including AMS Sagitta or similar platforms
• Experience supporting commercial insurance accounts
• Familiarity with policy servicing activities, audits, renewals, and client documentation
• College degree in Business, Insurance, Risk Management, or a related field
• Experience working with carrier websites and online rating systems
• Strong problem-solving and follow-up skills
• Commitment to professional development and ongoing industry education

Compensation

• Hourly Range: $25.00–$30.00 hourly

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities

Additional Information

Work Arrangement

This position is Remote

• Remote: This role is primarily remote.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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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