Client Service & Growth Associate

OVERVIEW Account Service & Growth Associate – Property & Casualty At Alera Group, we help businesses navigate risk with confidence. Our Property & Casualty teams deliver tailored insurance solutions that protect organizations and support long-term growth. We’re hiring an Account Service & Growth Associate — a unique, entry-level role designed to build the next generation of Account Managers and Producers within our P&C business. This is more than a support role. It’s a launchpad into a career in commercial insurance, offering hands-on exposure to both client service and business development. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. With offices nationwide, our collaborative approach allows us to deliver national strength with local service — and create meaningful career opportunities along the way. About the Role The Account Service & Growth Associate is a dual-function role supporting both Account Management (primary focus) and Business Development (secondary exposure) within Property & Casualty. You’ll partner closely with Account Managers and Producers, gaining real-time experience in client servicing, policy management, and growth strategy. Success in this role looks like becoming a trusted, reliable partner to your team while building the skills and confidence to step into an Account Manager or Producer track role within 12–24 months. What to Expect A structured, hands-on learning experience across service and sales functions in P&C Direct exposure to Account Managers, Producers, and client interactions Clear career path into Account Management or a Producer role Ongoing mentorship, coaching, and development opportunities A fast-paced, team-oriented environment where your growth is a priority Why Alera Group Meaningful Impact: Your work supports both our clients and internal teams, helping protect businesses and ensure they’re prepared for what’s ahead. Growth & Learning: This role is intentionally designed as a career-building opportunity, giving you the tools, exposure, and support to grow into your next role. Collaborative Culture: You’ll work alongside experienced professionals who are invested in your development and success, in a culture that values teamwork and shared outcomes. If you’re early in your career and looking for a role that combines learning, exposure, and a clear path forward in Property & Casualty, we’d love to connect. RESPONSIBILITIES What You’ll Do Account Management Support (Primary Focus) Support day-to-day servicing activities including endorsements, certificates of insurance (COIs), and policy documentation Assist with renewal preparation, applications, and carrier submissions Maintain accurate client records within agency management systems Draft client communications and follow up on outstanding service requests Learn carrier processes, underwriting basics, and compliance requirements Business Development Exposure (Secondary Focus) Support Producers with meeting preparation, follow-ups, and pipeline tracking Assist with CRM updates, opportunity tracking, and prospect research Participate in client and prospect meetings as both an observer and contributor Help prepare proposals, presentations, and marketing materials Gain exposure to relationship management, retention strategies, and new business development What Success Looks Like You become a dependable, go-to support partner for Account Managers and Producers Your work is accurate, organized, and consistently delivered on time You build strong foundational knowledge of P&C coverages, carriers, and servicing workflows You grow more confident in client and prospect interactions You are ready to step into an Account Manager or Producer-track role within 12–24 months QUALIFICATIONS What You Bring Required Bachelor’s degree (Business, Risk Management, Finance, or related field preferred) Strong written and verbal communication skills High attention to detail and strong organizational skills Professional presence with interest in client-facing work Coachable mindset with curiosity and a desire to learn Preferred Internship or early experience in insurance, financial services, or client service environments Exposure to CRM systems or agency management tools Interest in pursuing a long-term career in Property & Casualty insurance Core Competencies Strong follow-through and accountability Ability to manage multiple priorities in a fast-paced environment Collaborative mindset and willingness to support team success Problem-solving skills and attention to detail Growth mindset with a proactive approach to learning Equivalent combinations of education and experience will be considered. ADDITIONAL INFORMATION Compensation: Salary: $70,000 per year Eligible for performance-based bonus: Yes 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- PST 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) Ability to obtain a Property & Casualty license within a defined timeframe may be required Ongoing continuing education supported as part of your professional development 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. #LI-SE1 #LI-In-Office, #LI-Hybrid,#LI-Remote, #Nationwide Location Type Hybrid - 3 or more days in office - Office UKG Work location What You'll Do Account Management Support (Primary Focus) Support day-to-day servicing activities including endorsements, certificates of insurance (COIs), and policy documentation Assist with renewal preparation, applications, and carrier submissions Maintain accurate client records within agency management systems Draft client communications and follow up on outstanding service requests Learn carrier processes, underwriting basics, and compliance requirements Business Development Exposure (Secondary Focus) Support Producers with meeting preparation, follow-ups, and pipeline tracking Assist with CRM updates, opportunity tracking, and prospect research Participate in client and prospect meetings as both an observer and contributor Help prepare proposals, presentations, and marketing materials Gain exposure to relationship management, retention strategies, and new business development What Success Looks Like You become a dependable, go-to support partner for Account Managers and Producers Your work is accurate, organized, and consistently delivered on time You build strong foundational knowledge of P&C coverages, carriers, and servicing workflows You grow more confident in client and prospect interactions You are ready to step into an Account Manager or Producer-track role within 12-24 months What You Bring Required Bachelor's degree (Business, Risk Management, Finance, or related field preferred) Strong written and verbal communication skills High attention to detail and strong organizational skills Professional presence with interest in client-facing work Coachable mindset with curiosity and a desire to learn Preferred Internship or early experience in insurance, financial services, or client service environments Exposure to CRM systems or agency management tools Interest in pursuing a long-term career in Property & Casualty insurance Core Competencies Strong follow-through and accountability Ability to manage multiple priorities in a fast-paced environment Collaborative mindset and willingness to support team success Problem-solving skills and attention to detail Growth mindset with a proactive approach to learning Equivalent combinations of education and experience will be considered.