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About the Role

The Senior Associate Account Executive serves as a trusted advisor to complex middle market commercial clients, delivering exceptional client service, developing customized insurance solutions, and supporting long-term client success. This role provides advanced account management and administrative support, working with independence on complex accounts and potentially managing a smaller book of business.

Responsibilities

• Provide responsive day-to-day service for an assigned Commercial Property & Casualty book of business.
• Process endorsements and policy change requests accurately and promptly.
• Issue master certificates of insurance and coordinate the creation and distribution of certificates of insurance and automobile identification cards.
• Request necessary information from producers and clients to support timely policy servicing, accurate recordkeeping, and successful renewals.
• Independently service and manage a smaller book of business while partnering with Account Executives and Senior Account Executives on larger or more complex accounts.
• Communicate with clients, producers, underwriters, carriers, and internal partners regarding policy changes, coverage documentation, renewals, and other service needs.
• Coordinate policy checking and the completion of related service activities with designated remote support partners.
• Maintain and update suspenses and action items, ensuring all requests and deadlines are handled in a timely manner.
• Bill endorsements, policy changes, and renewals accurately and promptly.
• Maintain complete and accurate client and policy documentation within the agency management system in accordance with company policies and procedures.
• Ensure policy and client records are updated promptly to support accurate invoicing by the Accounting department.
• Coordinate loss run requests and follow up as needed.
• Prepare binders, policy changes, contract data, and other documentation for clients.
• Help oversee work assigned to remote support staff and escalate service concerns to the Senior Account Executive or senior management when appropriate.
• Coordinate new business and renewal activities in partnership with Account Executives, Senior Account Executives, producers, Marketing, and other internal partners.
• Prepare new business and renewal submissions using complete and accurate client and exposure information.
• Review quotations and assist with coverage and pricing comparisons under the guidance of a Senior Account Executive when needed.
• Prepare client-facing proposals and renewal materials.
• Work with the Marketing department on new and renewal business placement activities.
• Oversee assigned renewals and provide internal and external support throughout the renewal process.
• Serve as a resource to less experienced team members and assist with training or mentorship when needed.
• Identify service issues, missing information, or upcoming deadlines and take initiative to move work forward.

Requirements

• At least five years of Commercial Property & Casualty insurance or related account management experience.
• Active Property & Casualty insurance license or willingness and ability to obtain the required license within six months of employment.
• Experience processing endorsements, policy changes, certificates of insurance, and other commercial insurance service requests.
• Experience supporting or managing Commercial Property & Casualty renewals.
• Experience using an agency management system to maintain accurate client and policy records.
• Strong organizational, time-management, and follow-through skills.
• Effective written and verbal communication skills.
• Ability to work independently, manage competing priorities, and escalate issues appropriately.
• Strong client-service orientation and attention to detail.
• Some college coursework or an associate degree.
• Experience supporting larger or more complex Commercial Property & Casualty accounts.
• Experience independently managing a smaller commercial book of business.
• Experience preparing submissions, reviewing quotations, and assisting with client proposals.
• Experience coordinating work with remote service or administrative support teams.
• Experience training or mentoring less experienced team members.

Skills

• Organization and attention to detail
• Time and priority management
• Written and verbal communication
• Initiative and independent judgment
• Client and customer focus
• Commercial insurance technical proficiency
• Collaboration and relationship management
• Accountability and follow-through
• Problem-solving
• Training and mentorship

Location

• Hybrid

Work Type

• Hybrid
• Full-time

Experience Level

• Senior

Education Level

• Associate Degree
• Some college coursework

Salary/Compensations

• $150,000 – $170,000 per year

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Life coverage
• Disability coverage
• 401(k)
• Generous PTO

About the Company

• Alera Group was founded in 2017 and has grown to become the 14th largest privately held insurance brokerage, wealth management, and retirement plan advisory firm in the United States.
• We are passionate about helping our clients achieve their goals through innovative solutions in Employee Benefits, Property & Casualty Insurance, Wealth Services, and Retirement Plan Services.
• With a nationwide network of offices, we combine the strength and resources of a national organization with the personalized service and local expertise our clients value most.

Equal Opportunity

• All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.