OVERVIEWAccount ExecutiveThe OpportunityAt Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As an
Account Executive, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.
RESPONSIBILITIES- Lead and support the day-to-day operations of the surety department while promoting service excellence and operational consistency
- Serve as a subject matter expert on surety products, carrier markets, and industry best practices while providing guidance to team members and internal stakeholders
- Manage an assigned portfolio of surety clients by responding to bond requests, maintaining relationships, and delivering exceptional service
- Oversee bond issuance and renewal activities, ensuring transactions are accurately documented, invoiced, and completed in accordance with agency standards
- Develop and maintain strong relationships with surety underwriters and carrier partners to support business placement and client solutions
- Establish and monitor service timelines, workflows, and quality control standards to ensure client expectations and departmental objectives are met
- Partner with producers on client retention, sales initiatives, and new business opportunities while participating in client meetings as needed
- Support staff development through training, coaching, workload management, and collaboration with leadership on performance and talent initiatives
QUALIFICATIONSRequired Qualifications- Active Property & Casualty Insurance License
- Minimum of 5 years of experience in a senior account management or surety-related role
- Strong knowledge of surety products, underwriting practices, carrier relationships, and industry standards
- Understanding of accounting principles, including construction accounting concepts
- Excellent leadership, communication, presentation, and relationship-building skills
- Strong project management, organizational, and time management abilities
- Ability to manage multiple priorities while maintaining high-quality service standards
- Proficiency with Microsoft Office applications, including Word, Excel, and Outlook
Preferred Qualifications- College degree or equivalent combination of education and experience
- 10+ years of insurance industry experience
- Agency management system experience, preferably AMS Sagitta
- Professional insurance designations such as CISR, CIC, CPCU, AFSB, or similar credentials
- Experience developing workflows, service standards, and operational processes
- Demonstrated success coaching, mentoring, and developing team members
Compensation- Salary Range: $100,000-$150,000 annually
BenefitsEligible colleagues enjoy a comprehensive benefits package including:
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Generous paid time off
- Professional development and career growth opportunities
ADDITIONAL INFORMATIONWork ArrangementThis position is Remote
- Remote: This role is primarily remote.
Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.
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Location TypeHybrid - 2 or less days in office