Account Specialist at Alera Group, Inc. in Watertown, NY

Summary: Alera Group is a leading broker in the U.S. business landscape, specializing in Employee Benefits, Property and Casualty Insurance, and Financial Services. They are seeking an Account Specialist to support risk strategy, client service excellence, and operational accuracy within their Property & Casualty team. Responsibilities: - Serve as a primary service contact for assigned personal lines clients - Handle service requests related to quoting, binding, endorsements, renewals, and coverage changes - Proactively anticipate client needs and support Advisors by delivering responsive, high‑touch service - Provide clear explanations of coverages, recommendations, and comparisons to clients - Identify opportunities to round accounts, upsell, and cross‑sell additional coverages - Manage day‑to‑day servicing activities in accordance with agency procedures and insurance regulations - Maintain accurate and timely correspondence, documentation, and records within client management systems - Utilize carrier websites for rating, endorsements, billing, and document retrieval - Demonstrate efficient use of agency management and rating systems - Adhere to documented workflows, procedures, and best practices - Support marketing and negotiation activities by maintaining knowledge of carrier products and markets - Negotiate favorable outcomes by understanding and anticipating carrier perspectives - Participate in special projects and assignments as requested - Contribute to a collaborative team environment by sharing knowledge and best practices - Pursue ongoing training and development opportunities to enhance technical and professional skills Required Qualifications: - 1+ years of experience in Property & Casualty insurance in an account management, sales, or marketing role - Active State Property & Casualty insurance license - Strong verbal and written communication skills with the ability to explain insurance concepts clearly - High attention to detail with strong organizational and time‑management skills - Proficiency in Microsoft Office products - Ability to manage multiple priorities and meet time‑sensitive deadlines Preferred Qualifications: - Bachelor's degree - Experience working with agency management and rating systems - Demonstrated ability to build strong client and carrier relationships Required Skills: Property & Casualty insurance, State Property & Casualty insurance license, Microsoft Office, Agency management systems, Rating systems Benefits: Medical, Dental, Vision, Life and disability coverage, 401(k), Generous PTO, And more