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David Careers

Account Executive

Posted yesterday

alera groupPortland (ME)
Insurance Sales AgentsAll Other Insurance Related Activities

SENIORITY

Senior

SALARY

$150,000 annually

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About the role

Account Executive 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. 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. 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
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:
  • Medical, dental, and vision insurance
  • Life and disability coverage 401(k)
  • Generous paid time off
  • Professional development and career growth opportunities
  • This position is 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.
Hybrid: 2 or less days in office

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