Account Specialist

Alera Group•Tacoma, WA

4h•Hybrid

About The Position

Account Specialist – Property & Casualty Location: Remote 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

Experience in a client service, administrative, or insurance support role preferred
Basic knowledge of personal lines insurance products and coverage
Strong organizational and time‑management skills with the ability to prioritize work
Excellent written and verbal communication abilities
Analytical mindset with attention to detail and problem‑solving skills
Proficiency in Microsoft Office Suite and agency systems used within the Personal Lines function
Active Property & Casualty license for Washington state, or ability to obtain licensure within 60 days

Nice To Haves

Ability to work effectively in a collaborative, fast‑paced environment
Strong sense of accountability and ownership for work quality and deadlines
Curiosity and willingness to continuously learn personal insurance products and workflows
Strategic thinking with the ability to balance speed and accuracy
Commitment to supporting a performance‑based and client‑focused culture
Motivation to grow into an Account Manager role and beyond

Responsibilities

Supporting strategic initiatives that drive operational excellence and high‑quality client service within the Personal Lines practice
Partnering with Account Managers and Producers to support daily servicing activities and workflow execution
Managing functional workflows related to quoting, policy changes, endorsements, cancellations, and issuance of new policies
Completing quotes using comparative rating tools and carrier websites
Processing policy endorsements, cancellations, proof of insurance, and “what‑if” quotes on behalf of team members
Performing daily system downloads and maintaining accurate records in agency systems
Supporting administrative and operational tasks that ensure timely and accurate service delivery
Participating in self‑study, webinars, and one‑on‑one training to build technical knowledge and prepare for advancement
Analyzing information to support accurate coverage placement and service outcomes
Ensuring compliance with organizational policies, insurance regulations, and internal workflows
Contributing to a collaborative culture that supports colleagues across Alera Group’s national network