Account Executive
Indexed description
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 Executive 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.
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
- 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
- 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
- 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
- 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
- Experience in a team leadership or mentoring role
- Strong business acumen with a consultative approach to client service
- Client‑first mindset
- Analytical and strategic thinking
- Relationship‑building and influence
- Integrity and ethical judgment
- Attention to detail and follow‑through
- Collaboration and teamwork
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
Licensure & Certifications (If Applicable)
This position may require -
- Active Property and Casualty License
- Ability to obtain required licensure within the agreed upon timeline
- Ongoing continuing education to maintain active status
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
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