Commercial Lines Account Executive

OVERVIEW

Alera Group is looking for a Commercial Lines Account Executive (property and casualty). We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

RESPONSIBILITIES

Each Team functions as a unit, with the leading level team member of Client Executive, Senior Account Executive, or Account Executive coordinating the following :

Client Relationship Management : Serve as the primary point of contact for clients, providing expert consultation on coverage, resolving service issues, and participating in client meetings to support retention and new business efforts.

Renewal & Marketing Oversight : Lead internal and external pre-renewal strategy sessions, direct marketing efforts, negotiate quotes with carriers, and deliver tailored renewal proposals.

Coverage & Risk Advisory : Audit client portfolios to identify coverage gaps, review policies and contracts, and negotiate terms with carriers to address exposures and client needs.

Claims & Financial Monitoring : Attend claims reviews, resolve claims-related issues, monitor receivables, and ensure financial targets and collection timelines are met.

Operational Support & Analysis : Maintain service calendars, prepare stewardship reports, analyze proposals, build spreadsheets and charts, and support team initiatives as needed.

There may be distribution of these functions within a team to utilize each other’s strongest soft skills, enhancing overall team effectiveness.

QUALIFICATIONS

• Minimum 5 years experience in a senior commercial account management role (typically 10+ years total insurance experience)
• State property & casualty agent’s license.
• College degree or equivalent experience
• Typically holds multiple insurance designations.

ADDITIONAL INFORMATION

This is a hybrid opportunity, requiring days onsite as agreed to with the hiring manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

Salary range is $90K to $110K per year.

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

Hybrid

Each Team functions as a unit, with the leading level team member of Client Executive, Senior Account Executive, or Account Executive coordinating the following :

Client Relationship Management : Serve as the primary point of contact for clients, providing expert consultation on coverage, resolving service issues, and participating in client meetings to support retention and new business efforts.

Renewal & Marketing Oversight : Lead internal and external pre-renewal strategy sessions, direct marketing efforts, negotiate quotes with carriers, and deliver tailored renewal proposals.

Coverage & Risk Advisory : Audit client portfolios to identify coverage gaps, review policies and contracts, and negotiate terms with carriers to address exposures and client needs.

Claims & Financial Monitoring : Attend claims reviews, resolve claims-related issues, monitor receivables, and ensure financial targets and collection timelines are met.

Operational Support & Analysis : Maintain service calendars, prepare stewardship reports, analyze proposals, build spreadsheets and charts, and support team initiatives as needed.

There may be distribution of these functions within a team to utilize each other’s strongest soft skills, enhancing overall team effectiveness.