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

Minimum of 2 years of Property & Casualty insurance experience
Active resident state Property & Casualty insurance license
Strong organizational skills with attention to detail
Ability to manage multiple priorities in a dynamic environment
Strong verbal and written communication skills
Detail orientation and accuracy
Accountability and follow‑through
Collaborative mindset
Client‑first thinking
Strong time management and organization
Proactive problem‑solving

Nice To Haves

Industry‑related certifications
Experience with agency management systems such as Sagitta, ImageRight, and Indio
College degree or equivalent professional experience
Active Property & Casualty License preferred
Ability to obtain required licensure within 3 months of hire

Responsibilities

Support service requests by assisting with carrier submissions, quote reviews, and proposal preparation
Participate in renewal meetings and collaborate with Producers and Account Managers
Ensure timely, professional follow‑up with clients, carriers, and internal team members
Process endorsements, audits, certificates, claims, binders, and related policy documentation
Conduct contract reviews for insurance compliance
Perform final policy checks, premium allocations, and premium financing arrangements
Complete ACORD applications and quote small business policies online
Maintain accurate client records and correspondence within agency management systems
Stay current on carrier underwriting guidelines and internal procedures
Assist in training and mentoring Account Assistants
Maintain required licenses, certifications, and training requirements
Support additional projects and duties as assigned