Account Executive

Alera Group

$175K — $225K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years as a Property & Casualty Account Executive
  • Active Property & Casualty insurance license
  • Strong grasp of commercial insurance and risk strategies
  • Proven expertise in client relationship management
  • Excellent communication and negotiation skills
  • Ability to multitask in a fast-paced environment

Responsibilities

  • Serve as primary contact and expert for assigned clients
  • Conduct risk analysis to identify exposures
  • Lead renewal strategies and present coverage recommendations
  • Build strong relationships with senior client stakeholders
  • Identify cross-sell opportunities within existing accounts
  • Negotiate terms and market accounts to carriers
  • Drive client retention through proactive service

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Life and disability insurance
  • 401(k) with company match
  • Generous paid time off (PTO)
  • Professional development through Alera Group Academy
  • Structured learning paths and leadership programs
Full Job Description
OVERVIEW

Account Executive - Property & Casualty
Location: Hybrid

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 Executive who will support risk strategy, client service excellence, and operational accuracy.

RESPONSIBILITIES

What You'll Do / Your Impact

Client Partnership & Risk Strategy
  • Serve as the primary point of contact and subject-matter expert for an assigned book of Property & Casualty clients
  • Conduct risk analysis reviews for clients and prospects to identify exposures and coverage needs
  • Lead renewal strategy, including gathering underwriting information, reviewing markets, and presenting coverage recommendations
  • Meet with clients regularly to conduct renewals, review coverage, and round out accounts
  • Cultivate strong relationships with senior decision-makers and day-to-day client contacts
  • Identify and pursue cross-sell opportunities within the existing book of business

Operational Excellence
  • Market accounts to carriers and negotiate terms to secure optimal coverage, service, and pricing
  • Prepare proposals, evaluations, and recommendations for coverage solutions across multiple lines
  • Maintain accurate and complete client files and documentation within agency systems
  • Work closely with Account Managers and internal service teams to ensure timely, accurate execution
  • Maintain strong working relationships with carrier partners and underwriters
  • Stay current on products, markets, and industry trends through continuing education

Growth & Retention
  • Drive client retention through proactive service, strategic recommendations, and relationship management
  • Support new business acquisition efforts through prospect engagement and proposal development
  • Identify appropriate solutions to address clients' risk and capital management needs
  • Contribute leadership within the service team by modeling professionalism, accountability, and collaboration


QUALIFICATIONS

What You Bring

Required
  • Minimum of 5 years of experience as a Property & Casualty Account Executive
  • Active Property & Casualty insurance license
  • Strong understanding of commercial insurance coverages and risk management strategies
  • Proven ability to manage client relationships and lead renewal processes
  • Exceptional communication, negotiation, and relationship-building skills
  • Ability to multitask and prioritize in a fast-paced, collaborative environment

Preferred
  • Experience in a team leadership or mentoring role
  • Strong business acumen with a consultative approach to client service

Core Competencies
  • Client-first mindset
  • Analytical and strategic thinking
  • Relationship-building and influence
  • Integrity and ethical judgment
  • Attention to detail and follow-through
  • Collaboration and teamwork


ADDITIONAL INFORMATION

Compensation:
Salary range: $175,000 - $225,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid

Professional Development - Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:
  • Role-specific learning paths
  • Leadership development programs
  • Technical and compliance training
  • Industry certifications and continuing education support
  • Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:
  • Active Property and Casualty License
  • Ability to obtain required licensure within the agreed upon timeline
  • Ongoing continuing education to maintain active status


Location Type

Hybrid - 3 or more days in office - Office UKG Work location

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