Alera Group

Provides employee benefits, risk, wealth management

Account Executive

Account ManagementConfirmed live in the last 24 hours

Full-timeRemote in USA$100k - $150k /yr

About the Job

Requirements

An active Property & Casualty Insurance License is required.
At least 5 years of experience in a senior account management or surety-related role is required.
Strong knowledge of surety products, underwriting practices, carrier relationships, and industry standards is required.
Understanding of accounting principles, including construction accounting concepts, is required.
Strong leadership, communication, presentation, and relationship-building skills are required.
Strong project management, organizational, and time management abilities are required.
Ability to manage multiple priorities while maintaining high-quality service standards is required.
Proficiency with Microsoft Office applications, including Word, Excel, and Outlook, is required.

Responsibilities

Lead and support the day-to-day operations of the surety department while promoting service excellence and operational consistency.
Serve as a subject matter expert on surety products, carrier markets, and industry best practices while providing guidance to team members and internal stakeholders.
Manage an assigned portfolio of surety clients by responding to bond requests, maintaining relationships, and delivering exceptional service.
Oversee bond issuance and renewal activities, ensuring transactions are accurately documented, invoiced, and completed in accordance with agency standards.
Develop and maintain strong relationships with surety underwriters and carrier partners to support business placement and client solutions.
Establish and monitor service timelines, workflows, and quality control standards to ensure client expectations and departmental objectives are met.
Partner with producers on client retention, sales initiatives, and new business opportunities while participating in client meetings as needed.
Support staff development through training, coaching, workload management, and collaboration with leadership on performance and talent initiatives.

Desired Qualifications

A college degree or equivalent combination of education and experience is preferred.
10 or more years of insurance industry experience is preferred.
Agency management system experience, preferably AMS Sagitta, is preferred.
Professional insurance designations such as CISR, CIC, CPCU, AFSB, or similar credentials are preferred.
Experience developing workflows, service standards, and operational processes is preferred.
Demonstrated success coaching, mentoring, and developing team members is preferred.

OVERVIEW

Account Executive

About Alera Group

Founded in 2017, Alera Group is one of the nation's leading independent insurance and financial services firms. We combine the strength of a national organization with the personalized service and expertise of local teams to help clients succeed across Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services, and Human Capital Solutions.

Why Join Alera Group?

Collaborate with purpose – Work alongside colleagues who believe the best results come from strong partnerships, shared expertise, and supporting one another.
Build your career – Expand your expertise through meaningful work, continuous learning, and opportunities across a growing national organization.
Make an impact – Help businesses protect what matters most while delivering solutions that support their long-term success.

The Opportunity

At Alera Group, our Property & Casualty team partners with businesses to identify risks, protect assets, and deliver insurance solutions that support long-term success. As an Account Executive, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape.

RESPONSIBILITIES

Lead and support the day-to-day operations of the surety department while promoting service excellence and operational consistency
Serve as a subject matter expert on surety products, carrier markets, and industry best practices while providing guidance to team members and internal stakeholders
Manage an assigned portfolio of surety clients by responding to bond requests, maintaining relationships, and delivering exceptional service
Oversee bond issuance and renewal activities, ensuring transactions are accurately documented, invoiced, and completed in accordance with agency standards
Develop and maintain strong relationships with surety underwriters and carrier partners to support business placement and client solutions
Establish and monitor service timelines, workflows, and quality control standards to ensure client expectations and departmental objectives are met
Partner with producers on client retention, sales initiatives, and new business opportunities while participating in client meetings as needed
Support staff development through training, coaching, workload management, and collaboration with leadership on performance and talent initiatives

QUALIFICATIONS

Required Qualifications

Active Property & Casualty Insurance License
Minimum of 5 years of experience in a senior account management or surety-related role
Strong knowledge of surety products, underwriting practices, carrier relationships, and industry standards
Understanding of accounting principles, including construction accounting concepts
Excellent leadership, communication, presentation, and relationship-building skills
Strong project management, organizational, and time management abilities
Ability to manage multiple priorities while maintaining high-quality service standards
Proficiency with Microsoft Office applications, including Word, Excel, and Outlook

Preferred Qualifications

College degree or equivalent combination of education and experience
10+ years of insurance industry experience
Agency management system experience, preferably AMS Sagitta
Professional insurance designations such as CISR, CIC, CPCU, AFSB, or similar credentials
Experience developing workflows, service standards, and operational processes
Demonstrated success coaching, mentoring, and developing team members

Compensation

Salary Range: $100,000–$150,000 annually

Benefits

Eligible colleagues enjoy a comprehensive benefits package including:

Medical, dental, and vision insurance
Life and disability coverage
401(k)
Generous paid time off
Professional development and career growth opportunities

ADDITIONAL INFORMATION

Work Arrangement

This position is Remote

Remote: This role is primarily remote.

Travel Requirements: Occasional travel may be required to support office implementations, training, and collaboration with project teams.

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.

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Location Type

Hybrid - 2 or less days in office

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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