[Hiring] Account Specialist @Alera Group

Role Description

As an Account Specialist at Alera Group, 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.

Qualifications

• 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 (preferred).
• Experience using agency management systems, including AMS Sagitta or similar platforms (preferred).
• Experience supporting commercial insurance accounts (preferred).
• Familiarity with policy servicing activities, audits, renewals, and client documentation (preferred).
• College degree in Business, Insurance, Risk Management, or a related field (preferred).
• Experience working with carrier websites and online rating systems (preferred).
• Strong problem-solving and follow-up skills (preferred).
• Commitment to professional development and ongoing industry education (preferred).

Requirements

• Hourly Range: $25.00–$30.00 hourly.

Benefits

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

Additional Information

• Work Arrangement: This position is Remote.
• Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.