Personal Risk Management Specialist

Alera Group•Berwyn, PA

27d•Hybrid

About The Position

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Personal Risk Management Specialist who will support risk strategy, client service excellence, and operational accuracy. 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.

Requirements

Bachelor’s degree in a relevant field or equivalent professional experience
3+ years of experience as an Account Manager, Account Executive, or similar client‑facing insurance role
Active Property & Casualty insurance license
Strong organizational and project management skills
Excellent verbal and written communication abilities
Analytical mindset with attention to detail and strong problem‑solving skills
Ability to interact successfully at all levels of the organization while maintaining confidentiality
Proficiency in Microsoft Office Suite and agency management systems

Nice To Haves

Ability to work effectively in a collaborative, fast‑paced environment
Strong sense of accountability and ownership for client service outcomes
Curiosity and willingness to continuously learn and improve processes
Strategic thinking with the ability to balance execution and client needs
Commitment to supporting a performance‑based and client‑focused culture

Responsibilities

Supporting strategic initiatives that drive operational excellence and high‑quality client service
Partnering with Account Executives and internal teams to support new and renewal business
Managing functional workflows related to endorsements, policy changes, renewals, and client requests
Collecting and analyzing data for new and renewal accounts, marketing applications to carriers, and preparing coverage summaries and proposals
Maintaining accurate and complete client records, documentation, and communications in the agency management system
Analyzing information to support coverage placement decisions and improve client outcomes
Ensuring compliance with organizational policies, confidentiality standards, and insurance regulations
Responding promptly and professionally to client and internal partner requests
Contributing to a collaborative culture that supports colleagues across Alera Group’s national network