Account Coordinator

Account Coordinator

Location: In Office - Chicago, IL

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 a Account Coordinator, you'll help build trusted client relationships, deliver exceptional service, and provide proactive guidance that helps clients confidently navigate an evolving risk landscape. This role works on a team focusing on Healthcare Liability and Medical Malpractice insurance.

Responsibilities:

• Enter client and policy information into the agency management system and maintain accurate account records
• Review policies, process change requests, follow up with carriers, review endorsements, and invoice clients
• Assist with the renewal and new business processes while supporting overall account management activities
• Develop a strong understanding of Medical Malpractice Liability Insurance and related ancillary liability coverages
• Build and maintain relationships with carrier partners, healthcare providers, medical firms, and internal colleagues
• Generate certificates of insurance, proposals, and other client-related documents
• Utilize AMS360, Microsoft Office Suite, COI generator, and other internal tools to support workflow efficiency
• Manage ad hoc administrative and account maintenance tasks to ensure a positive client experience

Required Qualifications:

• High School diploma or equivalent
• Minimum 3 years of customer service experience
• Strong organizational, interpersonal, and written/verbal communication skills
• Self-motivated with the ability to manage multiple priorities
• Excellent data entry skills and proficiency with Microsoft Office applications
• Ability to deliver responsive and professional client service

Licensure:

• Ability and willingness to obtain a Property & Casualty Insurance License within 90 days of hire

Preferred Qualifications:

• 0 to 2 years of insurance industry experience
• Experience with AMS360 or other agency management systems
• Interest in developing expertise in Healthcare Liability and Medical Malpractice insurance
• Experience supporting account management, client service, or insurance operations functions

Compensation:

• Salary: $50,000-$52,000 DOE

Benefits:

• Medical, dental, vision, and disability insurance
• Life and disability coverage
• 401(k) with company match
• Generous paid time off
• Wellness programs
• Professional development and career growth opportunities
• Insurance licensing and continuing education support

Work Arrangement:

This position is In-Office

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.

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