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Alera Group, formed in early 2017, has over 3,500 employees serving thousands of clients nationally. We have specialists in employee benefits, property and casualty, wealth and retirement plan services.
Alera Group was created by the merging of 24 high-performing, entrepreneurial offices across the United States. Now, with new partner acquisitions across the country, we are serving clients with national expertise and resources paired with local, personalized service.
Today Alera Group is the 7th largest privately held employee benefits firm, the 15th largest independent insurance agency, and the 16th largest privately held insurance firm in the United States.
Alera Group companies are motivated by the desire to find a better way to serve clients nationally without losing the independent thinking and values of each individual office.
Alera combines the national resources of its members to deliver the best possible outcomes for clients—positively impacting our employees, clients, communities and the lives of people where we serve.
We look forward to our continued growth by partnering with individuals and companies who share our vision, mission and passion. To learn more about the Alera Group and how you could join our team, please visit our website.
Shomer Insurance Services, an Alera Group Company is seeking a Commercial Lines Account Executive to join their Property & Casualty team. A background within the Senior Care or Real Estate industry is highly preferred. This position can be performed remotely. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospect’s needs.
Identify centers of influence that can assist with developing leads or with making inroads to potential clients.
Develop relationships and perform analysis with prospective clients to understand their organization, key decision makers, and business needs.
Meet sales goals and retain relationships with key stakeholders after prospects become clients with an eye toward cross-sell and round-out opportunities.
Understand principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, and sales techniques.
Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
Qualifications
Bachelor’s degree or equivalent combination of education and experience.
5+ years working in Commercial lines.
CA Property & Casualty Insurance License.
Knowledge of principles and methods for presenting, promoting, and selling products or services.
Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
Proficient in MS Office Suite.
Requires travel to networking, prospect, and client locations.
Benefits
Salary range - $139K-$160K DOE (depends on experience)
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
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.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
Required profile
Experience
Level of experience:Senior (5-10 years)
Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.