Account Specialist - Hybrid Insurance & Client Solutions

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

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