OVERVIEW
Client Service Representative – Property & Casualty
Location: Hybrid
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.
About Alera Group
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
RESPONSIBILITIES
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
QUALIFICATIONS
What You Bring
Required
- High school diploma or equivalent
- 1–2 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.
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Location Type
Hybrid - 3 or more days in office - Office UKG Work location