Account Specialist

Alera Group, Inc.; Tacoma (WA); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k)

Generous paid time off

Professional development and career增长

Job summary

Alera Group, a leading independent insurance and financial services firm, is seeking an Account Specialist to deliver proactive client service, policy administration, and strong relationship management. The role requires knowledge of property & casualty processes and ability to work in a hybrid environment in Washington state.

The position emphasizes accuracy, organization, and timely communication with clients, carriers, and internal teams, with opportunities for professional growth within a

Qualifications

• Property & Casualty License or ability to obtain within a designated timeframe.
• Minimum 1 year of insurance, customer service, or administrative experience preferred.
• Strong organizational and time management skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office applications including Outlook, Word, and Excel.
• Ability to work effectively in a team-oriented environment.

Responsibilities

• Provide prompt and professional support to clients, carriers, vendors, and internal team members.
• Assist with day-to-day client service requests and policy servicing activities.
• Prepare and issue certificates of insurance while reviewing contract requirements for compliance.
• Process endorsements, policy changes, applications, and supplemental forms.
• Review policy documents for accuracy, completeness, and proper documentation.
• Support renewal activities by gathering underwriting information, ordering loss runs, and preparing submission materials.
• Coordinate with carriers regarding billing issues, endorsements, policy changes, and coverage questions.
• Maintain accurate client records, agency management system data, and electronic account documentation.

Skills

Organizational skills

Time management

Written and verbal communication

Multitasking

Attention to detail

Teamwork

Customer service

Education

Property & Casualty License or ability to obtain within designated timeframe

Tools

Microsoft Office (Outlook, Word, Excel)

Sagitta or similar agency management system

Job description

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Overview

Account Specialist

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

• Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
• Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
• Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

The Opportunity

At 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 Specialist, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

Responsibilities

• Provide prompt and professional support to clients, carriers, vendors, and internal team members
• Assist with day-to-day client service requests and policy servicing activities
• Prepare and issue certificates of insurance while reviewing contract requirements for compliance
• Process endorsements, policy changes, applications, and supplemental forms
• Review policy documents for accuracy, completeness, and proper documentation
• Support renewal activities by gathering underwriting information, ordering loss runs, and preparing submission materials
• Coordinate with carriers regarding billing issues, endorsements, policy changes, and coverage questions
• Maintain accurate client records, agency management system data, and electronic account documentation

Qualifications

Required Qualifications

• Property & Casualty License or ability to obtain within a designated timeframe
• Minimum 1 year of insurance, customer service, or administrative experience preferred
• Strong organizational and time management skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Proficiency with Microsoft Office applications including Outlook, Word, and Excel
• Ability to work effectively in a team-oriented environment

Preferred Qualifications

• Commercial insurance agency or brokerage experience
• Experience using agency management systems such as Sagitta or similar platforms
• Knowledge of commercial insurance products, coverages, and terminology
• Experience processing certificates of insurance and related endorsements
• Experience supporting policy servicing and account management activities
• Familiarity with renewal preparation and underwriting submission processes
• Strong customer service and relationship-building skills
• Commitment to professional development and continued industry education

Compensation

• Hourly Range - $25.00–$30.00 hourly

Benefits

Eligible 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 Information

Work Arrangement

• Hybrid - This role follows a hybrid work arrangement, combining in-office and remote work based on business needs and manager expectations.

Travel Requirements

Occasional travel may be required to support office implementations, training, and collaboration with project teams.

We're an equal opportunity employer. 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.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type

Hybrid - 2 or less days in office