Account Specialist

Alera Group•City of Watertown, NY

5d•Hybrid

About The Position

Account Specialist – Property & Casualty Location: Hybrid, local to Watertown, New York 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 Specialist 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, underwriting, analytics 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

1+ years of experience in Property & Casualty insurance in an account management, sales, or marketing role
Active State Property & Casualty insurance license
Strong verbal and written communication skills with the ability to explain insurance concepts clearly
High attention to detail with strong organizational and time‑management skills
Proficiency in Microsoft Office products
Ability to manage multiple priorities and meet time‑sensitive deadlines

Nice To Haves

Bachelor’s degree.
Experience working with agency management and rating systems
Demonstrated ability to build strong client and carrier relationships
Detail orientation and accuracy
Accountability and ownership
Collaborative mindset and teamwork
Client‑first thinking
Strong communication and relationship‑building skills
Problem‑solving and independent decision‑making

Responsibilities

Serve as a primary service contact for assigned personal lines clients
Handle service requests related to quoting, binding, endorsements, renewals, and coverage changes
Proactively anticipate client needs and support Advisors by delivering responsive, high‑touch service
Provide clear explanations of coverages, recommendations, and comparisons to clients
Identify opportunities to round accounts, upsell, and cross‑sell additional coverages
Manage day‑to‑day servicing activities in accordance with agency procedures and insurance regulations
Maintain accurate and timely correspondence, documentation, and records within client management systems
Utilize carrier websites for rating, endorsements, billing, and document retrieval
Demonstrate efficient use of agency management and rating systems
Adhere to documented workflows, procedures, and best practices
Support marketing and negotiation activities by maintaining knowledge of carrier products and markets
Negotiate favorable outcomes by understanding and anticipating carrier perspectives
Participate in special projects and assignments as requested
Contribute to a collaborative team environment by sharing knowledge and best practices
Pursue ongoing training and development opportunities to enhance technical and professional skills