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At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Personal Risk Management Specialist who will support risk strategy, client service excellence, and operational accuracy.
Job Responsibility
Supporting strategic initiatives that drive operational excellence and high‑quality client service
Partnering with Account Executives and internal teams to support new and renewal business
Managing functional workflows related to endorsements, policy changes, renewals, and client requests
Collecting and analyzing data for new and renewal accounts, marketing applications to carriers, and preparing coverage summaries and proposals
Maintaining accurate and complete client records, documentation, and communications in the agency management system
Analyzing information to support coverage placement decisions and improve client outcomes
Ensuring compliance with organizational policies, confidentiality standards, and insurance regulations
Responding promptly and professionally to client and internal partner requests
Contributing to a collaborative culture that supports colleagues across Alera Group's national network
Requirements
Bachelor's degree in a relevant field or equivalent professional experience
3+ years of experience as an Account Manager, Account Executive, or similar client‑facing insurance role
Active Property & Casualty insurance license
Strong organizational and project management skills
Excellent verbal and written communication abilities
Analytical mindset with attention to detail and strong problem‑solving skills
Ability to interact successfully at all levels of the organization while maintaining confidentiality
Proficiency in Microsoft Office Suite and agency management systems
Nice to have
Ability to work effectively in a collaborative, fast‑paced environment
Strong sense of accountability and ownership for client service outcomes
Curiosity and willingness to continuously learn and improve processes
Strategic thinking with the ability to balance execution and client needs
Commitment to supporting a performance‑based and client‑focused culture
What we offer
Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability coverage
401(k)
Generous PTO
Professional development through Alera Group Academy
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support