Account Specialist

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.

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.

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.

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

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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