Note: The job is a remote job and is open to candidates in USA. Alera Group, Inc. is a rapidly growing company in the insurance sector, and they are seeking an Account Specialist to enhance client service excellence and operational accuracy. The role involves collaborating with team members and clients while managing various insurance-related tasks and documentation.
Responsibilities
- Support service requests by assisting with carrier submissions, quote reviews, and proposal preparation
- Participate in renewal meetings and collaborate with Producers and Account Managers
- Ensure timely, professional follow‑up with clients, carriers, and internal team members
- Process endorsements, audits, certificates, claims, binders, and related policy documentation
- Conduct contract reviews for insurance compliance
- Perform final policy checks, premium allocations, and premium financing arrangements
- Complete ACORD applications and quote small business policies online
- Maintain accurate client records and correspondence within agency management systems
- Stay current on carrier underwriting guidelines and internal procedures
- Assist in training and mentoring Account Assistants
- Maintain required licenses, certifications, and training requirements
- Support additional projects and duties as assigned
Skills
- Minimum of 2 years of Property & Casualty insurance experience
- Active resident state Property & Casualty insurance license
- Strong organizational skills with attention to detail
- Ability to manage multiple priorities in a dynamic environment
- Strong verbal and written communication skills
- Industry‑related certifications
- Experience with agency management systems such as Sagitta, ImageRight, and Indio
- College degree or equivalent professional experience
Benefits
- Comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Company Overview