OVERVIEW
Alera Group is looking for a Commercial Lines Client Account Specialist. 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
- Manage customer, carrier, and agent interactions by initiating and following up on service requests, resolving issues, gathering information, processing policy changes, and assisting with new policy setup.
- Prepare, monitor, and assist with critical insurance documentation including renewals, certificates, claims, cancellations, and applications, ensuring accuracy and timely completion.
- Support client service and marketing efforts by interacting professionally with clients and prospects, drafting pre-approach letters, and preparing proposal materials.
- Act as the central liaison during the claims process for both customers and internal teams (TIC producers/CSA), ensuring consistent communication, timely updates, and effective coordination with carrier claim adjusters.
- Analyze claim details to help maximize customer outcomes and provide strategic insights; maintain historical claims data for research and support of ongoing and future claims.
- Deliver onsite support for large clients when needed, including during claims events, producer presentations, and client reviews to enhance service and relationship quality.
- Maintain internal operations by managing product inventory, handling special projects, updating client files, setting follow-up reminders, and participating in required training and industry education events.
QUALIFICATIONS
- Associate's degree in business or marketing is preferred; a combination of education and 2-3 years of relevant experience or training may be considered in lieu of a degree.
- Must be capable of performing all essential job duties with competence and professionalism; reasonable accommodations will be considered for individuals with disabilities.
- Prior experience in an insurance agency or sales environment is highly preferred, with a working knowledge of insurance processes, forms, terminology, and bonds.
- Demonstrated ability to apply insurance-related knowledge to daily tasks, including handling customer needs, policy administration, and sales support.
- Proficiency in Microsoft Office Suite-specifically Word, Excel, and Outlook-is required, along with the ability to navigate web-based platforms and online tools efficiently.
- Strong organizational and multitasking skills with the ability to manage competing priorities and maintain accuracy and attention to detail in a fast-paced environment.
- Effective communication and interpersonal skills, with a service-oriented mindset and the ability to collaborate with team members and interact professionally with clients and partners.
BENEFITS
This job will be performed in the office.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Hourly range is $28 to $31 per hour.
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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