Account Executive

Alera Group•Placentia, CA

10d•$80,000 - $100,000•Hybrid

About The Position

Account Executive – Property & Casualty Location: Hybrid 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. 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

Requirements

3+ years of experience in Commercial Lines Property & Casualty insurance
Experience managing general liability, commercial property, business auto, and umbrella policies
Prior experience working with an insurance agency, brokerage, or carrier
Active Property & Casualty insurance license
Proficiency with Microsoft applications and agency management systems
Strong organizational skills with the ability to manage deadlines in a fast‑paced environment

Nice To Haves

Experience working with Applied Epic, Salesforce, or similar systems
Strong analytical and problem‑solving skills

Responsibilities

Participate in monthly renewal strategy meetings with Producers to manage timelines and deliverables
Provide technical support to Producers by reviewing quotations and proposals, identifying client exposures, and recommending appropriate coverage solutions
Assist in coordinating property and casualty claims through internal claims resources
Build and maintain strong relationships with carriers and internal partners
Facilitate applications for new and renewal business, ensuring accurate documentation and timely binding
Maintain accurate and up‑to‑date records within the client management system, including applications, activities, and policy changes
Process and review endorsements and policies for accuracy, ensuring compliance with agency standards
Stay informed on market trends and carrier appetite to support effective placement and service delivery
Attend relevant training and educational programs and adhere to organizational policies and procedures
Identify opportunities to improve workflow efficiency, productivity, and cost effectiveness
Recommend and implement process improvements that support company objectives
Support retention and growth initiatives through proactive service and technical expertise