Account Executive

Account Executive Placentia, CA Job Details Full-time $80,000 - $100,000 a year 1 day ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Handling insurance claims Sales Mid-level Improving operational efficiency Technical support 3 years Property & Casualty License Salesforce Cloud Analysis skills Continuous improvement Organizational skills CRM system proficiency Auto insurance knowledge

Life & Health Insurance License Leadership Technical Proficiency Analytics Full Job Description Overview:

Account Executive -

Property & Casualty Location:

Hybrid At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Account Executive who will support risk strategy, client service excellence, and operational accuracy. About Alera Group Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role will focus on [risk management, client servicing, claims support, sales growth, underwriting, analytics, etc.] and collaborate with [producers, account managers, carriers, clients, internal operations teams].

Why Alera Group Meaningful Impact:

Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

Growth & Learning:

Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

Collaborative Culture:

Work in a team-oriented environment that values accountability, partnership, and the principles of

The Collaborative Way Responsibilities:

What You'll Do / Your Impact Client Partnership & Risk Strategy Participate in monthly renewal strategy meetings with Producers to manage timelines and deliverables Provide technical support to Producers by reviewing quotations and proposals, identifying client exposures, and recommending appropriate coverage solutions Assist in coordinating property and casualty claims through internal claims resources Build and maintain strong relationships with carriers and internal partners Operational Excellence Facilitate applications for new and renewal business, ensuring accurate documentation and timely binding Maintain accurate and up‑to‑date records within the client management system, including applications, activities, and policy changes Process and review endorsements and policies for accuracy, ensuring compliance with agency standards Stay informed on market trends and carrier appetite to support effective placement and service delivery Attend relevant training and educational programs and adhere to organizational policies and procedures Strategic Contribution Identify opportunities to improve workflow efficiency, productivity, and cost effectiveness Recommend and implement process improvements that support company objectives Support retention and growth initiatives through proactive service and technical expertise

Qualifications:

What You Bring Required 3+ years of experience in Commercial Lines Property & Casualty insurance Experience managing general liability, commercial property, business auto, and umbrella policies Prior experience working with an insurance agency, brokerage, or carrier Active Property & Casualty insurance license Proficiency with Microsoft applications and agency management systems Strong organizational skills with the ability to manage deadlines in a fast‑paced environment Preferred Experience working with Applied Epic, Salesforce, or similar systems Strong analytical and problem‑solving skills Core Competencies Detail orientation Accountability and follow‑through Collaborative mindset Client‑first thinking Technical accuracy and judgment Continuous improvement mindset

Additional Information:

Compensation:

Salary range: $80,000 - $100,000 per year Eligible for performance-based bonus:

Yes Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is Hybrid Professional Development - Alera Group Academy At Alera Group, growth isn't left to chance. Through Alera Group Academy , we provide structured development opportunities designed to help you expand your expertise and build a meaningful career. You'll have access to: Role-specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge-sharing communities Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow. Licensure & Certifications (If Applicable) This position may require: Active [State Life & Health License / Property & Casualty License / Series 6/7/65/66 / etc.] Ability to obtain required licensure within [X] months of hire Ongoing continuing education to maintain active status 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. #LI-MM1 #LI-Hybrid