Account Specialist

Alera Group•Tacoma, WA

2d•Hybrid

About The Position

Account Specialist – 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 Specialist who will support 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 client servicing 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

2+ years of experience in the Property & Casualty insurance industry
Experience in insurance servicing, account support, or client service roles
Active resident state Property & Casualty insurance license
Strong communication and relationship management skills
Ability to manage multiple priorities in a dynamic, team‑oriented environment

Nice To Haves

Industry-related certifications
College degree or equivalent professional experience
Experience with agency management and document management systems
Strong analytical and problem‑solving capability
Detail orientation
Accountability and follow‑through
Collaborative mindset
Client‑first thinking

Responsibilities

Support Property & Casualty clients by assisting with service requests and policy administration
Collaborate with producers, account managers, carriers, and internal team members to ensure seamless execution of client deliverables
Contribute to client retention and satisfaction through timely, professional communication and follow‑through
Support key servicing processes including carrier submissions, quote review, proposal preparation, endorsements, audits, certificates, claims, and binders
Conduct contract reviews to ensure insurance compliance and perform final policy checks, premium allocations, and premium financing arrangements
Complete Acord forms and quote small business policies using carrier portals
Maintain accurate client records and correspondence within agency systems such as Sagitta, ImageRight, and Indio
Ensure accuracy, compliance, and alignment with underwriting guidelines, regulatory requirements, and internal best practices
Participate in renewal meetings and support renewal preparation activities
Maintain required certifications and complete ongoing training to stay current on carrier guidelines and product offerings
Assist with training and mentoring Account Assistants as needed
Identify opportunities to improve service workflows and overall client experience