Account Specialist

Posted 4 days ago

United States

0-2 years experience

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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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Location Type

Remote

Alera Group

Employees 501-1,000 employees Industry Insurance

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