P&C Account Executive

OVERVIEW

Account Executive - Property & Casualty (Healthcare Focus)

Hybrid | Flexible schedule with limited in-office requirements

At Alera Group, we help businesses navigate risk with confidence. Our Property & Casualty teams deliver strategic, consultative solutions that protect organizations and support long-term growth. We're hiring an Account Executive to lead client relationships, drive retention, and deliver high-impact insurance and risk management strategies - with a focus on healthcare clients.

This role is ideal for someone who thrives in a client-facing, consultative environment and is comfortable engaging with executive leadership while managing complex commercial accounts.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

About the Role

The Account Executive serves as the strategic lead for a portfolio of Property & Casualty clients, with a strong focus on healthcare organizations. This role owns the client relationship, leads service delivery, and partners closely with Producers to support growth and retention.

You'll bring a proactive, forward-thinking approach - anticipating client needs, guiding coverage decisions, and delivering thoughtful risk management strategies. This role regularly engages with senior leadership, including C-suite stakeholders, and requires confidence, strong communication skills, and technical expertise.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

Client Leadership & Relationship Management

• Take primary ownership of assigned client relationships and execute all service plan requirements
• Lead client meetings, building trust and delivering strategic guidance
• Present to executive-level stakeholders, including C-suite leadership
• Maintain clear, consistent communication and document all client interactions

Placement, Renewal & Strategy

• Manage the full lifecycle of renewals and new business submissions
• Gather underwriting data and submit to appropriate markets
• Review carrier quotes and develop comprehensive proposals
• Prepare and deliver stewardship reports and ongoing account reviews

Growth & Business Development

• Identify account rounding and cross-sell opportunities
• Partner with Producers on new business opportunities and prospect strategy
• Participate in industry events, trade shows, and conferences to strengthen relationships

Technical Expertise & Execution

• Maintain strong knowledge of insurance products, markets, and coverage strategies
• Oversee policy processing, invoicing, and documentation within agency management systems
• Support negotiation strategies with carriers to deliver optimal client outcomes

Collaboration & Continuous Improvement

• Work closely with internal teams to ensure seamless service delivery
• Identify opportunities to improve workflows, technology usage, and client experience
• Provide backup support across the team as needed

QUALIFICATIONS

What You Bring

Required

• 5+ years of Property & Casualty account management experience
• 5+ years of commercial lines experience within an agency environment
• Active Property & Casualty license
• Strong knowledge of commercial insurance products, markets, and coverage structures
• Experience managing client relationships, renewals, and carrier negotiations
• Proven ability to lead client meetings and present to executive audiences
• Strong organizational skills with the ability to manage multiple priorities

Preferred

• Healthcare or hospital client experience
• Professional liability experience
• Experience with Applied EPIC or similar agency management systems
• Bachelor's degree or equivalent professional experience
• Prior leadership or mentoring experience

Core Competencies

• Strategic thinker with a proactive, client-focused mindset
• Strong communication and presentation skills
• Ability to simplify complex insurance concepts for diverse audiences
• High attention to detail with strong execution skills
• Ability to work independently while collaborating across teams
• Driven, adaptable, and solutions-oriented

Equivalent combinations of education and experience will be considered.

ADDITIONAL INFORMATION

Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is Hybrid

Professional Development - Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications (If Applicable)

• Active Property & Casualty license required
• Ongoing continuing education required to maintain licensure

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