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Alera Group

Provides employee benefits, risk, wealth management

Account Specialist

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeTacoma, WA, USA$25 - $30 /hr

About the Job

Requirements

  • A Property & Casualty license is required, or the candidate must be able to obtain one within a designated timeframe.
  • At least 1 year of insurance, customer service, or administrative experience is preferred.
  • Strong organizational and time management skills are required.
  • Excellent written and verbal communication abilities are required.
  • The candidate must be able to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong attention to detail and commitment to accuracy are required.
  • Proficiency with Microsoft Office applications, including Outlook, Word, and Excel, is required.
  • The candidate must be able to work effectively in a team-oriented environment.

Responsibilities

  • Provide prompt and professional support to clients, carriers, vendors, and internal team members.
  • Assist with day-to-day client service requests and policy servicing activities.
  • Prepare and issue certificates of insurance while reviewing contract requirements for compliance.
  • Process endorsements, policy changes, applications, and supplemental forms.
  • Review policy documents for accuracy, completeness, and proper documentation.
  • Support renewal activities by gathering underwriting information, ordering loss runs, and preparing submission materials.
  • Coordinate with carriers regarding billing issues, endorsements, policy changes, and coverage questions.
  • Maintain accurate client records, agency management system data, and electronic account documentation.

Desired Qualifications

  • Commercial insurance agency or brokerage experience.
  • Experience using agency management systems such as Sagitta or similar platforms.
  • Knowledge of commercial insurance products, coverages, and terminology.
  • Experience processing certificates of insurance and related endorsements.
  • Experience supporting policy servicing and account management activities.
  • Familiarity with renewal preparation and underwriting submission processes.
  • Strong customer service and relationship-building skills.
  • Commitment to professional development and continued industry education.

About the Company

Alera Group

Provides employee benefits, risk, wealth management

Alera Group provides tailored employee benefits, risk management, and wealth management services to businesses, nonprofits, and individuals across the United States. It combines national-scale resources with a local office network to deliver personalized consulting, pricing, and advisory services for insurance, benefits, and retirement plans. The firm differentiates itself through its national reach paired with strong local relationships and industry-specific expertise, offering programs such as compliance consulting, workplace wellness, and reference-based pricing to control healthcare costs. Its goal is to help clients navigate complex insurance and financial landscapes, stay compliant, and achieve their benefits and wealth objectives.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$4.3B
Headquarters
Deerfield, IL
Founded
2017

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