OVERVIEW

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 Executive to serve as a trusted advisor to middle market commercial clients by delivering exceptional client service, developing customized insurance solutions, and supporting long-term client success. In this role, you'll lead the renewal process, develop marketing strategies, manage complex client accounts, and collaborate with producers, carriers, account managers, and internal operations teams to deliver tailored risk management solutions. Success in this position requires strong technical expertise, relationship-building skills, and a proactive approach to client advocacy and operational excellence.

RESPONSIBILITIES

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Support clients with coverage placement renewals claims coordination policy analysis and ongoing service needs
• Collaborate with carriers and underwriters to secure optimal coverage terms pricing and outcomes
• Serve as the primary client contact building strong relationships and advising on risk and coverage strategies
• Contribute to retention and growth initiatives by identifying opportunities to expand services and strengthen client engagement

Operational Excellence

• Maintain accurate documentation in agency management systems such as AMS360 or EPIC
• Ensure compliance with regulatory requirements internal procedures and policy accuracy standards
• Manage renewal timelines marketing processes and deliverables across assigned accounts
• Support audits reporting and policy review processes as needed
• Coordinate with internal teams to ensure consistent and timely client service delivery

Strategic Contribution

• Assist in identifying coverage gaps risk exposures and mitigation strategies
• Partner on new business opportunities including proposal development and client presentations
• Support cross sell initiatives across lines of business
• Contribute to process improvements and overall service enhancement initiatives

QUALIFICATIONS

What You Bring

Required

• Bachelor's degree
• Minimum of 10 years of related commercial insurance experience
• Active New York State (NYS) Property & Casualty (P&C) License
• Strong client communication and relationship management skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred

• Professional insurance designations or certifications (e.g., CIC, CPCU, CRM, ARM)
• Experience with agency management systems such as AMS and ImageRight
• Advanced proficiency in Microsoft Office Suite, including Excel

Core Competencies

• Business acumen
• Marketing and negotiation skills
• Organizational effectiveness
• Excellent verbal and written communication
• Collaboration and teamwork
• Client-focused approach

ADDITIONAL INFORMATION

Compensation:
Salary range: $150,000 - $170,000 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 In-Office / 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 & Casualty License
• Ongoing continuing education to maintain active status

#LI-DP1

#LI-In-Office, #LI-Hybrid

Location Type

Hybrid - 2 or less days in office