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Personal Risk Management Specialist

United States, Berwyn 85000.00 - 100000.00 USD / Year · Job Posted May 29, 2026
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Job Description

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
  • Peer learning and knowledge-sharing communities

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