Associate Account Executive

Senior Associate Account Executive

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Senior Associate Account Executive to serve as a trusted advisor to complex middle market commercial clients by delivering exceptional client service, developing customized insurance solutions, and supporting long-term client success.

The Senior Associate Account Executive provides advanced account management and administrative support to Account Executives and Senior Account Executives serving Commercial Property & Casualty clients. This individual works with a greater degree of independence, supports more complex accounts, and may independently manage a smaller book of business. The role is responsible for coordinating policy service, renewals, marketing activities, billing, and agency management system documentation while delivering responsive, accurate service to clients and internal partners.

Alera Group was founded in 2017 and has grown to become the 14th largest privately held insurance brokerage, wealth management, and retirement plan advisory firm in the United States. We are passionate about helping our clients achieve their goals through innovative solutions in Employee Benefits, Property & Casualty Insurance, Wealth Services, and Retirement Plan Services.

With a nationwide network of offices, we combine the strength and resources of a national organization with the personalized service and local expertise our clients value most.

Meaningful Impact: Help clients navigate complex risk management and insurance strategies that protect their businesses and support long-term success.

Growth & Learning: Expand your commercial insurance expertise while partnering with experienced professionals across a variety of industries and markets.

Collaborative Culture: Join a team-oriented environment built on accountability, partnership, and the principles of The Collaborative Way.

Career Development: Access ongoing learning opportunities, professional development resources, and advancement within one of the nation's fastest-growing insurance and financial services firms.

Provide responsive day-to-day service for an assigned Commercial Property & Casualty book of business.

Process endorsements and policy change requests, ensuring requests are completed accurately and promptly.

Issue master certificates of insurance and coordinate the creation and distribution of certificates of insurance and automobile identification cards.

Request necessary information from producers and clients to support timely policy servicing, accurate recordkeeping, and successful renewals.

Independently service and manage a smaller book of business while partnering with Account Executives and Senior Account Executives on larger or more complex accounts.

Communicate with clients, producers, underwriters, carriers, and internal partners regarding policy changes, coverage documentation, renewals, and other service needs.

Coordinate policy checking and the completion of related service activities with designated remote support partners.

Maintain and update suspenses and action items, ensuring all requests and deadlines are handled in a timely manner.

Bill endorsements, policy changes, and renewals accurately and promptly.

Maintain complete and accurate client and policy documentation within the agency management system in accordance with company policies and procedures.

Ensure policy and client records are updated promptly to support accurate invoicing by the Accounting department.

Coordinate loss run requests and follow up as needed.

Prepare binders, policy changes, contract data, and other documentation for clients.

Help oversee work assigned to remote support staff and escalate service concerns to the Senior Account Executive or senior management when appropriate.

Coordinate new business and renewal activities in partnership with Account Executives, Senior Account Executives, producers, Marketing, and other internal partners.

Prepare new business and renewal submissions using complete and accurate client and exposure information.

Review quotations and assist with coverage and pricing comparisons under the guidance of a Senior Account Executive when needed.

Prepare client-facing proposals and renewal materials.

Work with the Marketing department on new and renewal business placement activities.

Oversee assigned renewals and provide internal and external support throughout the renewal process.

Serve as a resource to less experienced team members and assist with training or mentorship when needed.

Identify service issues, missing information, or upcoming deadlines and take initiative to move work forward.

At least five years of Commercial Property & Casualty insurance or related account management experience.

Active Property & Casualty insurance license or willingness and ability to obtain the required license within six months of employment.

Experience processing endorsements, policy changes, certificates of insurance, and other commercial insurance service requests.

Experience supporting or managing Commercial Property & Casualty renewals.

Experience using an agency management system to maintain accurate client and policy records.

Strong organizational, time-management, and follow-through skills.

Effective written and verbal communication skills.

Ability to work independently, manage competing priorities, and escalate issues appropriately.

Strong client-service orientation and attention to detail.

Some college coursework or an associate degree.

Experience supporting larger or more complex Commercial Property & Casualty accounts.

Experience independently managing a smaller commercial book of business.

Experience preparing submissions, reviewing quotations, and assisting with client proposals.

Experience coordinating work with remote service or administrative support teams.

Experience training or mentoring less experienced team members.

Organization and attention to detail.

Time and priority management.

Written and verbal communication.

Initiative and independent judgment.

Client and customer focus.

Commercial insurance technical proficiency.

Collaboration and relationship management.

Accountability and follow-through.

Problem-solving.

Training and mentorship.

Compensation: Salary range: $80,000 $90,000 per year.

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.

Travel is not regularly expected for this position.

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.

Active Property & Casualty Broker's License.

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 - 2 or less days in office.