Account Specialist

Summary

Alera Group is an independent insurance and financial services firm serving clients across insurance, retirement, wealth, and human capital solutions. The Account Specialist supports the Property & Casualty team by processing service requests, assisting with renewals and policy administration, maintaining client documentation, and building relationships with clients and carriers.

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

Skills

• 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
• 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

Qualifications

Must Haves

• 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

Nice to Haves

• 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

Benefits

• Medical, dental, and vision insurance
• Life and disability coverage
• 401(k)
• Generous paid time off
• Professional development and career growth opportunities
• This role is primarily remote.