What are the responsibilities and job description for the PIA - Account Executive position at Alera Group, Inc.?
Overview
Propel, an Alera Group company, is looking for an Account Executive. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Prior experience in Builders Risk is required.
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
Serve as the primary client contact for coverage consultation, service issues, and routine client visits to ensure strong relationships and proactive risk management.
Manage the entire renewal process, including strategy meetings, coverage limit decisions, marketing coordination, and overseeing renewal proposals.
Negotiate renewal and new business quotes with carrier underwriters to secure optimal coverage terms and pricing for clients.
Develop, implement, and manage written service timelines and calendars, ensuring adherence to commitments and alignment with client expectations.
Conduct client meetings, prepare agendas and materials, coordinate presenters, draft meeting notes, and support sales and retention efforts alongside producers.
Advise clients on coverage and risk exposures, review contracts and policies, negotiate with carriers to address gaps, and ensure comprehensive protection.
Audit sales executives’ books for potential coverage gaps, research coverage issues, and work with carriers to resolve client needs and expectations.
Oversee financial monitoring, including tracking expiration lists and receivables, ensuring financial goals are met, and facilitating collections when necessary.
Qualifications
- Minimum 5 years experience in a senior commercial account management role (typically 10 years total insurance experience)
- State property & casualty agent’s license.
- College degree or equivalent experience
- Typically holds multiple insurance designations.
- Is considered a subject matter expert in one or more areas (e.g., Builders Risk, Construction.)
- Full proficiency in MS Office: Word, Excel, Outlook
- Agency management systems expertise (AMS Sagitta preferred)
Additional Information
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $105K to 115K per year.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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Salary : $105,000 - $115,000
