P&C Account Executive

Alera Group•Austin, TX

3d•Hybrid

About The Position

Account Executive – Property & Casualty (Healthcare Focus) Hybrid | Flexible schedule with limited in-office requirements At Alera Group, we help businesses navigate risk with confidence. Our Property & Casualty teams deliver strategic, consultative solutions that protect organizations and support long-term growth. We’re hiring an Account Executive to lead client relationships, drive retention, and deliver high-impact insurance and risk management strategies — with a focus on healthcare clients. This role is ideal for someone who thrives in a client-facing, consultative environment and is comfortable engaging with executive leadership while managing complex commercial accounts. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. About the Role The Account Executive serves as the strategic lead for a portfolio of Property & Casualty clients, with a strong focus on healthcare organizations. This role owns the client relationship, leads service delivery, and partners closely with Producers to support growth and retention. You’ll bring a proactive, forward-thinking approach — anticipating client needs, guiding coverage decisions, and delivering thoughtful risk management strategies. This role regularly engages with senior leadership, including C-suite stakeholders, and requires confidence, strong communication skills, and technical expertise. 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

5+ years of Property & Casualty account management experience
5+ years of commercial lines experience within an agency environment
Active Property & Casualty license
Strong knowledge of commercial insurance products, markets, and coverage structures
Experience managing client relationships, renewals, and carrier negotiations
Proven ability to lead client meetings and present to executive audiences
Strong organizational skills with the ability to manage multiple priorities

Nice To Haves

Healthcare or hospital client experience
Professional liability experience
Experience with Applied EPIC or similar agency management systems
Bachelor’s degree or equivalent professional experience
Prior leadership or mentoring experience
Strategic thinker with a proactive, client-focused mindset
Strong communication and presentation skills
Ability to simplify complex insurance concepts for diverse audiences
High attention to detail with strong execution skills
Ability to work independently while collaborating across teams
Driven, adaptable, and solutions-oriented

Responsibilities

Take primary ownership of assigned client relationships and execute all service plan requirements
Lead client meetings, building trust and delivering strategic guidance
Present to executive-level stakeholders, including C-suite leadership
Maintain clear, consistent communication and document all client interactions
Manage the full lifecycle of renewals and new business submissions
Gather underwriting data and submit to appropriate markets
Review carrier quotes and develop comprehensive proposals
Prepare and deliver stewardship reports and ongoing account reviews
Identify account rounding and cross-sell opportunities
Partner with Producers on new business opportunities and prospect strategy
Participate in industry events, trade shows, and conferences to strengthen relationships
Maintain strong knowledge of insurance products, markets, and coverage strategies
Oversee policy processing, invoicing, and documentation within agency management systems
Support negotiation strategies with carriers to deliver optimal client outcomes
Work closely with internal teams to ensure seamless service delivery
Identify opportunities to improve workflows, technology usage, and client experience
Provide backup support across the team as needed