What are the responsibilities and job description for the PIA - Client Executive position at Alera Group, Inc.?
Overview
Propel, an Alera Group company, is looking for a Client Executive for our Real Estate practice. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
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
- Retain and grow all accounts assigned to the Client Executive, ensuring satisfaction and service excellence.
- Meet with clients regularly to serve as the Sales Representative for coverage consultation, placement strategy, and service deliverables.
- Develop renewal placement strategies, lead pre-renewal meetings, manage marketing processes, and ensure proposal quality control.
- Ensure Propel’s value proposition is consistently delivered to all assigned clients.
- Conduct client stewardship meetings, providing reports and exhibits generated by the team.
- Advise clients and service teams on coverage, risk exposures, and negotiate with carriers to address gaps and omissions.
- Audit client insurance placements for potential gaps, resolve inquiries, and manage customer issues.
Qualifications
- Manage sophisticated risk management accounts and utilize non-standard insurance techniques.
- Extensive knowledge of carriers, industry-standard coverage forms, and specific industries (e.g., Real Estate).
- Strong oral and written communication skills, including presentations, and proficiency in MS Office (Word, Excel, Outlook).
- Excellent problem-solving, multitasking, and organizational skills with the ability to prioritize workloads.
- Strong work ethic—timely follow-up, proactive, detail-oriented, and dependable with a self-motivated approach.
- Ability to work independently while maintaining open communication with the team.
- Willing to travel frequently to client sites, attend training, and be available during non-core business hours.
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 $150K to 275K 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.
#LI-KL1
#LI-Hybrid
Salary : $150,000 - $275,000
