Account Executive

OVERVIEW

Account Executive

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

RESPONSIBILITIES

• Lead and support the day-to-day operations of the surety department while promoting service excellence and operational consistency
• Serve as a subject matter expert on surety products, carrier markets, and industry best practices while providing guidance to team members and internal stakeholders
• Manage an assigned portfolio of surety clients by responding to bond requests, maintaining relationships, and delivering exceptional service
• Oversee bond issuance and renewal activities, ensuring transactions are accurately documented, invoiced, and completed in accordance with agency standards
• Develop and maintain strong relationships with surety underwriters and carrier partners to support business placement and client solutions
• Establish and monitor service timelines, workflows, and quality control standards to ensure client expectations and departmental objectives are met
• Partner with producers on client retention, sales initiatives, and new business opportunities while participating in client meetings as needed
• Support staff development through training, coaching, workload management, and collaboration with leadership on performance and talent initiatives

QUALIFICATIONS

Required Qualifications

• Active Property & Casualty Insurance License
• Minimum of 5 years of experience in a senior account management or surety-related role
• Strong knowledge of surety products, underwriting practices, carrier relationships, and industry standards
• Understanding of accounting principles, including construction accounting concepts
• Excellent leadership, communication, presentation, and relationship-building skills
• Strong project management, organizational, and time management abilities
• Ability to manage multiple priorities while maintaining high-quality service standards
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook

Preferred Qualifications

• College degree or equivalent combination of education and experience
• 10+ years of insurance industry experience
• Agency management system experience, preferably AMS Sagitta
• Professional insurance designations such as CISR, CIC, CPCU, AFSB, or similar credentials
• Experience developing workflows, service standards, and operational processes
• Demonstrated success coaching, mentoring, and developing team members

Compensation

• Salary Range: $100,000–$150,000 annually

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

This position is Remote

• Remote: This role is primarily remote.

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.

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Location Type

Hybrid - 2 or less days in office