Account Executive

Account Executive – Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking an Account Executive who will support risk strategy, client service excellence, and operational accuracy.

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, claims support, sales growth, underwriting, analytics, etc. 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

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Serve as the primary point of contact and subject-matter expert for an assigned book of Property & Casualty clients
• Conduct risk analysis reviews for clients and prospects to identify exposures and coverage needs
• Lead renewal strategy, including gathering underwriting information, reviewing markets, and presenting coverage recommendations
• Meet with clients regularly to conduct renewals, review coverage, and round out accounts
• Cultivate strong relationships with senior decision-makers and day-to-day client contacts
• Identify and pursue cross-sell opportunities within the existing book of business

Operational Excellence

• Market accounts to carriers and negotiate terms to secure optimal coverage, service, and pricing
• Prepare proposals, evaluations, and recommendations for coverage solutions across multiple lines
• Maintain accurate and complete client files and documentation within agency systems
• Work closely with Account Managers and internal service teams to ensure timely, accurate execution
• Maintain strong working relationships with carrier partners and underwriters
• Stay current on products, markets, and industry trends through continuing education

Growth & Retention

• Drive client retention through proactive service, strategic recommendations, and relationship management
• Support new business acquisition efforts through prospect engagement and proposal development
• Identify appropriate solutions to address clients' risk and capital management needs
• Contribute leadership within the service team by modeling professionalism, accountability, and collaboration

What You Bring

Required

• Minimum of 5 years of experience as a Property & Casualty Account Executive
• Active Property & Casualty insurance license
• Strong understanding of commercial insurance coverages and risk management strategies
• Proven ability to manage client relationships and lead renewal processes
• Exceptional communication, negotiation, and relationship-building skills
• Ability to multitask and prioritize in a fast-paced, collaborative environment

Preferred

• Experience in a team leadership or mentoring role
• Strong business acumen with a consultative approach to client service

Core Competencies

• Client-first mindset
• Analytical and strategic thinking
• Relationship-building and influence
• Integrity and ethical judgment
• Attention to detail and follow-through
• Collaboration and teamwork

Compensation

Salary range: $175,000 – $225,000 per year

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 Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.]
• Ability to obtain required licensure within [X] 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.

Location Type: Hybrid - 3 or more days in office - Office UKG Work location