Insurance Account Specialist - Hybrid | Service & Renewals

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

Job summary

Alera Group is seeking an Account Specialist to support our Property & Casualty practice. You will deliver prompt client service, process policy changes, certificates of insurance, and assist with renewals while maintaining accurate records.

Hybrid work arrangement in Washington state with occasional travel to support client implementations and training. The role emphasizes meticulous administration, strong communication, and teamwork within a busy insurance brokerage environment.

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
• Proficiency with Microsoft Office applications including Outlook, Word, and Excel
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong attention to detail and commitment to accuracy

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 & verbal communication

Teamwork

Microsoft Office

Attention to detail

Tools

Sagitta

Job description

Alera Group is seeking an Account Specialist to support our Property & Casualty practice. You will deliver prompt client service, process policy changes, certificates of insurance, and assist with renewals while maintaining accurate records.

Hybrid work arrangement in Washington state with occasional travel to support client implementations and training. The role emphasizes meticulous administration, strong communication, and teamwork within a busy insurance brokerage environment.