Client Service Representative

Client Service Representative Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Client Service Representative who will support risk strategy, client service excellence, and operational accuracy.

Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

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

What You'll Do / Your Impact

Client Partnership & Risk Strategy

• Support Commercial Lines Account Managers with day-to-day servicing of existing client accounts
• Provide prompt, professional responses to client service requests and inquiries
• Maintain a strong client-focused service approach that supports retention and satisfaction

Operational Excellence

• Review and check policies, endorsements, and audits for accuracy and completeness
• Issue certificates of insurance in accordance with client and carrier requirements
• Request and process policy endorsements with insurance carriers
• Order FR-19 forms and update driver information as needed
• Maintain accurate documentation and records within agency systems
• Manage multiple tasks while meeting deadlines and service standards

Strategic Contribution

• Support the overall efficiency and effectiveness of the commercial service team
• Identify and escalate issues that require Account Manager or carrier involvement
• Contribute to consistent service practices that reduce errors and omissions exposure

What You Bring

Required

• High school diploma or equivalent
• 12 years of experience supporting Commercial Lines insurance accounts
• Active Property & Casualty insurance license
• Strong customer service orientation with attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in Microsoft Office Suite

Preferred

• Experience working within an insurance agency or brokerage environment
• Familiarity with commercial insurance documentation and servicing workflows

Core Competencies

• Client-first mindset
• Strong organizational and time-management skills
• Attention to detail and accuracy
• Effective communication skills
• Collaboration and teamwork
• Accountability and follow-through

Additional Information

Compensation: Hourly range: $25 $33 per hour

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)

This position may require:

• Active Property and Casualty license
• Ability to obtain required licensure within agreed upon timeline
• Ongoing continuing education to maintain active status

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.

Location Type: Hybrid - 3 or more days in office - Office UKG Work location