OVERVIEW
Account Specialist - Property & Casualty
Location: Hybrid, local to Watertown, New York
At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Account Specialist who will support risk strategy, client service excellence, and operational accuracy.
About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
This role will focus on risk management, client servicing, underwriting, analytics and collaborate with producers, account managers, carriers, clients, internal operations teams.
Why Alera Group
Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way
RESPONSIBILITIES
What You'll Do / Your Impact
Client Partnership & Risk Strategy
Serve as a primary service contact for assigned personal lines clients
Handle service requests related to quoting, binding, endorsements, renewals, and coverage changes
Proactively anticipate client needs and support Advisors by delivering responsive, high-touch service
Provide clear explanations of coverages, recommendations, and comparisons to clients
Identify opportunities to round accounts, upsell, and cross-sell additional coverages
Operational Excellence
Manage day-to-day servicing activities in accordance with agency procedures and insurance regulations
Maintain accurate and timely correspondence, documentation, and records within client management systems
Utilize carrier websites for rating, endorsements, billing, and document retrieval
Demonstrate efficient use of agency management and rating systems
Adhere to documented workflows, procedures, and best practices
Strategic Contribution
Support marketing and negotiation activities by maintaining knowledge of carrier products and markets
Negotiate favorable outcomes by understanding and anticipating carrier perspectives
Participate in special projects and assignments as requested
Contribute to a collaborative team environment by sharing knowledge and best practices
Pursue ongoing training and development opportunities to enhance technical and professional skills
QUALIFICATIONS
What You Bring
Required
1+ years of experience in Property & Casualty insurance in an account management, sales, or marketing role
Active State Property & Casualty insurance license
Strong verbal and written communication skills with the ability to explain insurance concepts clearly
High attention to detail with strong organizational and time-management skills
Proficiency in Microsoft Office products
Ability to manage multiple priorities and meet time-sensitive deadlines
Preferred
Bachelor's degree.
Experience working with agency management and rating systems
Demonstrated ability to build strong client and carrier relationships
Core Competencies
Detail orientation and accuracy
Accountability and ownership
Collaborative mindset and teamwork
Client-first thinking
Strong communication and relationship-building skills
Problem-solving and independent decision-making
ADDITIONAL INFORMATION
Compensation:
Hourly range: $23 - $24 per hour
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
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)
This position may require:
Active State Property & Casualty License
Ability to obtain required licensure within 12 months of hire
Ongoing continuing education to maintain active status
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 - 2 or less days in office
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